MWR
VTRS icon

McAdams Wright Ragen’s Viatris VTRS Stock Holding History

McAdams Wright Ragen’s Portfolio VTRS Stock Details VTRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$327K Sell
7,199
-1,365
-16% -$66.4K 0.02% 325
2014
Q2 		$441K Buy
8,564
+3,307
+63% +$163K 0.02% 277
2014
Q1 		$256K Sell
5,257
-791
-13% -$38.4K 0.02% 319
2013
Q4 		$262K Buy
+6,048
New +$249K 0.02% 305

Other funds holding VTRS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

McAdams Wright Ragen reduced its Viatris (VTRS) stake by 16% in Q3 2014, selling an estimated $66.4K and leaving 7,199 shares worth $327K. The position accounts for 0.02% of the portfolio, ranked #325.

McAdams Wright Ragen first reported a position in VTRS in Q4 2013 and has held it in 4 quarters since. The position peaked at $441K in Q2 2014. 629 funds tracked by Wall St. Rank hold VTRS as of Q3 2014.

  • McAdams Wright Ragen held 7,199 shares of Viatris worth $327K as of Q3 2014.
  • McAdams Wright Ragen sold 1,365 Viatris shares in Q3 2014, an estimated $66.4K.
  • Viatris made up 0.02% of McAdams Wright Ragen's portfolio in Q3 2014, its #325 holding.
  • McAdams Wright Ragen first reported a position in Viatris in Q4 2013 and has held it in 4 quarters since.
  • McAdams Wright Ragen's Viatris position peaked at $441K in Q2 2014.
  • 629 funds tracked by Wall St. Rank held Viatris as of Q3 2014.

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