ZB
WDR

Zions Bancorporation’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Zions Bancorporation’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
2016
Q4 		– Sell
-46
Closed -$1K – 863
2016
Q3 		$1K Buy
+46
New +$838 ﹤0.01% 800
2016
Q2 		– Sell
-46
Closed -$1K – 968
2016
Q1 		$1K Hold
46
– – ﹤0.01% 849
2015
Q4 		$1K Hold
46
– – ﹤0.01% 821
2015
Q3 		$2K Buy
+46
New +$1.9K ﹤0.01% 762
2015
Q2 		– Sell
-46
Closed -$2K – 803
2015
Q1 		$2K Buy
+46
New +$2.2K ﹤0.01% 827

Other funds holding WDR

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Zions Bancorporation's WDR Position: Q4 2016 in Review

Zions Bancorporation sold out of Waddell & Reed Financial, Inc. (WDR) in Q4 2016, closing a stake of 46 shares — an estimated $1K sold.

Zions Bancorporation first reported a position in WDR in Q1 2015 and held it in 5 quarters. The position peaked at $2K in Q3 2015. 248 funds tracked by Wall St. Rank hold WDR as of Q4 2016.

  • Zions Bancorporation reported no remaining Waddell & Reed Financial, Inc. position as of Q4 2016 after selling out during the quarter.
  • Zions Bancorporation sold 46 Waddell & Reed Financial, Inc. shares in Q4 2016, an estimated $1K.
  • Zions Bancorporation first reported a position in Waddell & Reed Financial, Inc. in Q1 2015 and held it in 5 quarters.
  • Zions Bancorporation's Waddell & Reed Financial, Inc. position peaked at $2K in Q3 2015.
  • 248 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q4 2016.

Based on Zions Bancorporation's 13F filing for Q4 2016, filed 14 Feb 2017.