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McAdams Wright Ragen’s Friedman Industries FRD Stock Holding History

McAdams Wright Ragen’s Portfolio FRD Stock Details FRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$84K Sell
10,677
-3,400
-24% -$28.4K ﹤0.01% 409
2014
Q2 		$118K Sell
14,077
-12,798
-48% -$107K 0.01% 388
2014
Q1 		$226K Buy
26,875
+5,191
+24% +$43.9K 0.01% 330
2013
Q4 		$184K Buy
+21,684
New +$204K 0.01% 346
2013
Q3 		– Sell
-29,479
Closed -$290K – 350
2013
Q2 		$290K Buy
+29,479
New +$286K 0.02% 277

Other funds holding FRD

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

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

McAdams Wright Ragen reduced its Friedman Industries (FRD) stake by 24% in Q3 2014, selling an estimated $28.4K and leaving 10,677 shares worth $84K. The position accounts for ﹤0.01% of the portfolio, ranked #409.

McAdams Wright Ragen first reported a position in FRD in Q2 2013 and has held it in 5 quarters since. The position peaked at $290K in Q2 2013. 30 funds tracked by Wall St. Rank hold FRD as of Q3 2014.

  • McAdams Wright Ragen held 10,677 shares of Friedman Industries worth $84K as of Q3 2014.
  • McAdams Wright Ragen sold 3,400 Friedman Industries shares in Q3 2014, an estimated $28.4K.
  • Friedman Industries made up ﹤0.01% of McAdams Wright Ragen's portfolio in Q3 2014, its #409 holding.
  • McAdams Wright Ragen first reported a position in Friedman Industries in Q2 2013 and has held it in 5 quarters since.
  • McAdams Wright Ragen's Friedman Industries position peaked at $290K in Q2 2013.
  • 30 funds tracked by Wall St. Rank held Friedman Industries as of Q3 2014.

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