Wright Investors Service’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Wright Investors Service’s Portfolio WDR Stock Details WDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-4,626	Closed	-$230K	–	225
2014 Q4	$230K	Sell	4,626 -3,604	-44%	-$172K	0.11%	198
2014 Q3	$425K	Sell	8,230 -690	-8%	-$38.4K	0.21%	136
2014 Q2	$558K	Sell	8,920 -10,840	-55%	-$701K	0.25%	126
2014 Q1	$1.46M	Buy	19,760 +896	+5%	+$61.6K	0.65%	41
2013 Q4	$1.23M	Sell	18,864 -5,395	-22%	-$330K	0.54%	47
2013 Q3	$1.25M	Sell	24,259 -1,288	-5%	-$64.1K	0.57%	55
2013 Q2	$1.11M	Buy	+25,547	New	+$1.13M	0.53%	60

Other funds holding WDR

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

HCM

Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wright Investors Service's WDR Position: Q1 2015 in Review

Wright Investors Service sold out of Waddell & Reed Financial, Inc. (WDR) in Q1 2015, closing a stake of 4,626 shares — an estimated $230K sold.

Wright Investors Service first reported a position in WDR in Q2 2013 and held it in 7 quarters. The position peaked at $1.46M in Q1 2014. 296 funds tracked by Wall St. Rank hold WDR as of Q1 2015.

Wright Investors Service reported no remaining Waddell & Reed Financial, Inc. position as of Q1 2015 after selling out during the quarter.
Wright Investors Service sold 4,626 Waddell & Reed Financial, Inc. shares in Q1 2015, an estimated $230K.
Wright Investors Service first reported a position in Waddell & Reed Financial, Inc. in Q2 2013 and held it in 7 quarters.
Wright Investors Service's Waddell & Reed Financial, Inc. position peaked at $1.46M in Q1 2014.
296 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q1 2015.

Based on Wright Investors Service's 13F filing for Q1 2015, filed 24 Apr 2015.