MWR
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McAdams Wright Ragen’s Autodesk ADSK Stock Holding History

McAdams Wright Ragen’s Portfolio ADSK Stock Details ADSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$242K Sell
4,402
-8,683
-66% -$476K 0.01% 365
2014
Q2 		$737K Sell
13,085
-100
-0.8% -$5.07K 0.04% 218
2014
Q1 		$648K Buy
13,185
+1,250
+10% +$64.8K 0.04% 219
2013
Q4 		$600K Hold
11,935
– – 0.04% 224
2013
Q3 		$491K Buy
+11,935
New +$441K 0.04% 221

Other funds holding ADSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

McAdams Wright Ragen's ADSK Position: Q3 2014 in Review

McAdams Wright Ragen reduced its Autodesk (ADSK) stake by 66% in Q3 2014, selling an estimated $476K and leaving 4,402 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #365.

McAdams Wright Ragen first reported a position in ADSK in Q3 2013 and has held it in 5 quarters since. The position peaked at $737K in Q2 2014. 430 funds tracked by Wall St. Rank hold ADSK as of Q3 2014.

  • McAdams Wright Ragen held 4,402 shares of Autodesk worth $242K as of Q3 2014.
  • McAdams Wright Ragen sold 8,683 Autodesk shares in Q3 2014, an estimated $476K.
  • Autodesk made up 0.01% of McAdams Wright Ragen's portfolio in Q3 2014, its #365 holding.
  • McAdams Wright Ragen first reported a position in Autodesk in Q3 2013 and has held it in 5 quarters since.
  • McAdams Wright Ragen's Autodesk position peaked at $737K in Q2 2014.
  • 430 funds tracked by Wall St. Rank held Autodesk as of Q3 2014.

Based on McAdams Wright Ragen's 13F filing for Q3 2014, filed 14 Nov 2014.