DAVIDSON INVESTMENT ADVISORS - WADDELL & REED FINL INC ownership

WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 297 filers reported holding WADDELL & REED FINL INC in Q3 2013. The put-call ratio across all filers is 0.29 and the average weighting 0.1%.

Quarter-by-quarter ownership
DAVIDSON INVESTMENT ADVISORS ownership history of WADDELL & REED FINL INC
ValueSharesWeighting
Q1 2017$96,000
-12.7%
5,6640.0%0.01%
-25.0%
Q4 2016$110,000
+7.8%
5,6640.0%0.02%0.0%
Q3 2016$102,000
+5.2%
5,6640.0%0.02%0.0%
Q2 2016$97,000
-67.4%
5,664
-55.9%
0.02%
-68.0%
Q1 2016$298,000
-64.9%
12,829
-56.8%
0.05%
-64.5%
Q4 2015$848,0000.0%29,704
+21.2%
0.14%
-7.8%
Q3 2015$848,000
-50.6%
24,500
-32.6%
0.15%
-40.7%
Q2 2015$1,717,000
-5.3%
36,334
-1.0%
0.26%
-5.1%
Q1 2015$1,814,000
-30.8%
36,699
-30.3%
0.27%
-30.8%
Q4 2014$2,622,000
-35.1%
52,689
-32.9%
0.39%
+23.2%
Q3 2014$4,041,000
+153.7%
78,493
+207.5%
0.32%
+37.5%
Q2 2014$1,593,000
-40.2%
25,524
-29.6%
0.23%
-42.6%
Q1 2014$2,666,000
+10.4%
36,269
-2.3%
0.40%
+9.8%
Q4 2013$2,415,000
+19.6%
37,139
-5.5%
0.37%
+13.2%
Q3 2013$2,019,000
+15.4%
39,294
-2.5%
0.32%
+11.3%
Q2 2013$1,750,00040,2990.29%
Other shareholders
WADDELL & REED FINL INC shareholders Q3 2013
NameSharesValueWeighting ↓
HERNDON CAPITAL MANAGEMENT LLC 3,504,129$228,188,880,0002.88%
NEW AMSTERDAM PARTNERS LLC/NY 636,862$41,472,0002.75%
HAHN CAPITAL MANAGEMENT LLC 299,147$19,480,453,0002.70%
BlueMar Capital Management, LLC 40,000$2,605,0001.45%
STERNE AGEE GROUP, INC. 60,272$3,925,0001.29%
Jupiter Investment Management Ltd 220,179$14,338,0001.21%
HERMES INVESTMENT MANAGEMENT LTD 600,176$39,083,0001.19%
TIVERTON ASSET MANAGEMENT LLC 800,000$52,096,0001.15%
PINNACLE ASSOCIATES LTD 811,337$52,834,0001.03%
Dynamic Technology Lab Private Ltd 9,142$595,0000.98%
View complete list of WADDELL & REED FINL INC shareholders