Zacks Investment Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Zacks Investment Management’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
2018 Q2	–	Sell	-47,877	Closed	-$968K	–	627
2018 Q1	$968K	Buy	+47,877	New	+$1.01M	0.02%	415
2014 Q4	–	Sell	-25,648	Closed	-$1.33M	–	787
2014 Q3	$1.33M	Sell	25,648 -13,297	-34%	-$740K	0.05%	206
2014 Q2	$2.44M	Buy	38,945 +18,996	+95%	+$1.23M	0.09%	167
2014 Q1	$1.47M	Buy	19,949 +9,246	+86%	+$635K	0.05%	195
2013 Q4	$697K	Buy	10,703 +1,729	+19%	+$106K	0.03%	305
2013 Q3	$462K	Buy	8,974 +1,694	+23%	+$84.3K	0.02%	362
2013 Q2	$317K	Buy	+7,280	New	+$321K	0.01%	437

Other funds holding WDR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return

Zacks Investment Management's WDR Position: Q2 2018 in Review

Zacks Investment Management sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2018, closing a stake of 47,877 shares — an estimated $968K sold.

Zacks Investment Management first reported a position in WDR in Q2 2013 and held it in 7 quarters. The position peaked at $2.44M in Q2 2014. 239 funds tracked by Wall St. Rank hold WDR as of Q2 2018.

Zacks Investment Management reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2018 after selling out during the quarter.
Zacks Investment Management sold 47,877 Waddell & Reed Financial, Inc. shares in Q2 2018, an estimated $968K.
Zacks Investment Management first reported a position in Waddell & Reed Financial, Inc. in Q2 2013 and held it in 7 quarters.
Zacks Investment Management's Waddell & Reed Financial, Inc. position peaked at $2.44M in Q2 2014.
239 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2018.

Based on Zacks Investment Management's 13F filing for Q2 2018, filed 14 Aug 2018.