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WDR - Waddell & Reed Financial Inc.

Business Predictability: What is this? | Higher Ranked Competitors
  • Currently /5
Business Predictability Rank: 1-Star

Back Testing (Jan. 1998 - Aug. 2008) Results:

Average gain of all 1-Star stocks: 1.1%/year.
% of Stocks that are in still loss if held for 10yrs: 45%.

Top Ranked Predictable Companies & What is Predictability Rank?


External Links: Company Website | SEC Reports | Yahoo Finance Jump to: Guru Trade | Guru Ownership | Insider Trade | News & Discussions

P/E: (before NRI)24
Price/Book:7.5
Price/Sales:2.8
Net Margin:12.57%
Yield:2.5%
Market Cap: $2.6 Bil EPS: (before NRI)$1.26 Shares Outstanding:85.34 Mil
General Financial » Investment Services   COMPARE: CNS, TROW, JNS, BEN

Gurus Trades with WDR:
Number of guru portfolios checked: 67. The trades of Premium Gurus are not included unless they are in your Personalized List

Ticker CompanyPicked ByDate (?) Action
Impact to Portfoliodown (?) Price Range
(Average)*
(?)
Current Price Change from Average Comment Current Shares
WDR Waddell ... Chris Davis 2009-03-31 Sold Out
(history)
$11.72 - $18.35
($15)
$ 30.23102%Sold Out0
WDR Waddell ... David Dreman 2008-12-31 Add
(history)
0.05%$9.43 - $15.14
($13)
$ 30.23133%Add 33.5%957,133
WDR Waddell ... John Keeley 2008-09-30 Add
(history)
0.6%$24.23 - $33.84
($30.8)
$ 30.23-2%Add 1554.23%2,349,000
WDR Waddell ... David Dreman 2008-06-30 Reduce
(history)
--0.05%$31.78 - $36.88
($34.4)
$ 30.23-12%Reduce -25.51%738,298
WDR Waddell ... Robert Olstein 2008-06-30 Sold Out
(history)
$31.78 - $36.88
($34.4)
$ 30.23-12%Sold Out0
WDR Waddell ... Robert Olstein 2008-03-31 Reduce
(history)
-0.77%$29.53 - $33.93
($31.7)
$ 30.23-5%Reduce -30.2%375,800
Premium Real Time Picks are included for Premium Members only!!
*The price and date might not be the actual time and price at which the transactions were made. In the case of institutional owners, the date is stated as the last day of their fiscal quarter. The prices are estimates if no accurate information available. Foreign holdings may not be included.


WDR is held by these Gurus:

Ticker Guru Name Portfolio Date* Current Shares % of Shares Outstanding % of Total Assets Managed Change from Last Holdings
WDR Kenneth Fisher 2009-09-3014298851.680.145.25%
WDR David Dreman 2009-09-309612631.130.713.1%
WDR John Keeley 2009-09-3021062902.470.9-10.37%
Premium Most recent portfolio changes are included for Premium Members only!


WDR: Insider Buys/Sells (?) All Insider Trades Click Here for All Insider Trades.

InsiderPosition Date Trades Shares Trade Price ($) Change (%)
SCHIEBER MARK ASVP & Controller 2009-12-15Sell4000$29.881.17
Avery Michael LSVP & Chief Investment Officer 2009-11-16Sell10000$31-2.48
HERRMANN HENRY JCEO 2009-11-03Sell77732$28.595.74
ROGERS WILLIAM LDirector 2009-08-05Sell1929$28.17.58
SUNDEEN JOHN E JRSVP & CAO - Investments 2009-07-31Sell10000$28.197.24
BUTCH THOMAS WSVP & Chief Marketing Officer 2009-06-10Sell25000$27.0711.67
SUNDEEN JOHN E JRSVP & CAO - Investments 2009-06-08Sell10000$2711.96
HERRMANN HENRY JCEO 2009-05-29Sell13706$24.2424.71
HERRMANN HENRY JCEO 2009-05-29Sell39156$24.1425.23
CONNEALY DANIEL PSVP and CFO 2009-05-29Buy30$24.1924.97





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