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McAdams Wright Ragen’s Wolfspeed WOLF Stock Holding History

McAdams Wright Ragen’s Portfolio WOLF Stock Details WOLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$9.49M Buy
231,725
+36,588
+19% +$1.69M 0.53% 55
2014
Q2 		$9.75M Buy
195,137
+173,794
+814% +$8.64M 0.54% 52
2014
Q1 		$1.21M Buy
+21,343
New +$1.3M 0.07% 171

Other funds holding WOLF

ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

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

McAdams Wright Ragen increased its Wolfspeed (WOLF) stake by 19% in Q3 2014, buying an estimated $1.69M and bringing the position to 231,725 shares worth $9.49M. The position accounts for 0.53% of the portfolio, ranked #55.

McAdams Wright Ragen first reported a position in WOLF in Q1 2014 and has held it in 3 quarters since. The position peaked at $9.75M in Q2 2014. 329 funds tracked by Wall St. Rank hold WOLF as of Q3 2014.

  • McAdams Wright Ragen held 231,725 shares of Wolfspeed worth $9.49M as of Q3 2014.
  • McAdams Wright Ragen bought 36,588 Wolfspeed shares in Q3 2014, an estimated $1.69M.
  • Wolfspeed made up 0.53% of McAdams Wright Ragen's portfolio in Q3 2014, its #55 holding.
  • McAdams Wright Ragen first reported a position in Wolfspeed in Q1 2014 and has held it in 3 quarters since.
  • McAdams Wright Ragen's Wolfspeed position peaked at $9.75M in Q2 2014.
  • 329 funds tracked by Wall St. Rank held Wolfspeed as of Q3 2014.

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