ZCM
WDR
Zebra Capital Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-36,831
| Closed | -$626K | – | 296 |
|
|
2017
Q1 | $626K | Hold |
36,831
| – | – | 0.19% | 199 |
|
|
2016
Q4 | $719K | Sell |
36,831
-20,329
| -36% | -$397K | 0.22% | 195 |
|
|
2016
Q3 | $1.04M | Sell |
57,160
-24,719
| -30% | -$449K | 0.32% | 153 |
|
|
2016
Q2 | $1.41M | Buy |
81,879
+18,046
| +28% | +$311K | 0.49% | 66 |
|
|
2016
Q1 | $1.5M | Buy |
63,833
+35,106
| +122% | +$827K | 0.59% | 39 |
|
|
2015
Q4 | $823K | Buy |
28,727
+1,849
| +7% | +$53K | 0.46% | 82 |
|
|
2015
Q3 | $935K | Buy |
26,878
+899
| +3% | +$31.3K | 0.58% | 43 |
|
|
2015
Q2 | $1.23M | Sell |
25,979
-3,764
| -13% | -$178K | 0.71% | 22 |
|
|
2015
Q1 | $1.47M | Sell |
29,743
-2,486
| -8% | -$123K | 0.76% | 19 |
|
|
2014
Q4 | $1.61M | Buy |
+32,229
| New | +$1.61M | 0.62% | 37 |
|