Zacks Investment Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-47,877
| Closed | -$968K | – | 627 |
|
|
2018
Q1 | $968K | Buy |
+47,877
| New | +$968K | 0.02% | 415 |
|
|
2014
Q4 | – | Sell |
-25,648
| Closed | -$1.33M | – | 787 |
|
|
2014
Q3 | $1.33M | Sell |
25,648
-13,297
| -34% | -$687K | 0.05% | 206 |
|
|
2014
Q2 | $2.44M | Buy |
38,945
+18,996
| +95% | +$1.19M | 0.09% | 167 |
|
|
2014
Q1 | $1.47M | Buy |
19,949
+9,246
| +86% | +$681K | 0.05% | 195 |
|
|
2013
Q4 | $697K | Buy |
10,703
+1,729
| +19% | +$113K | 0.03% | 305 |
|
|
2013
Q3 | $462K | Buy |
8,974
+1,694
| +23% | +$87.2K | 0.02% | 362 |
|
|
2013
Q2 | $317K | Buy |
+7,280
| New | +$317K | 0.01% | 437 |
|