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McAdams Wright Ragen’s Xerox XRX Stock Holding History

McAdams Wright Ragen’s Portfolio XRX Stock Details XRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$3.62M Buy
103,754
+983
+1% +$34.3K 0.2% 108
2014
Q2 		$3.37M Buy
102,771
+1,138
+1% +$36.2K 0.19% 106
2014
Q1 		$3.03M Buy
101,633
+152
+0.1% +$4.45K 0.19% 105
2013
Q4 		$3.25M Buy
101,481
+9,727
+11% +$280K 0.22% 101
2013
Q3 		$2.49M Sell
91,754
-1,898
-2% -$49.9K 0.2% 100
2013
Q2 		$2.24M Buy
+93,652
New +$2.19M 0.18% 117

Other funds holding XRX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

McAdams Wright Ragen increased its Xerox (XRX) stake by 0.96% in Q3 2014, buying an estimated $34.3K and bringing the position to 103,754 shares worth $3.62M. The position accounts for 0.2% of the portfolio, ranked #108.

McAdams Wright Ragen first reported a position in XRX in Q2 2013 and has held it in 6 quarters since. 564 funds tracked by Wall St. Rank hold XRX as of Q3 2014.

  • McAdams Wright Ragen held 103,754 shares of Xerox worth $3.62M as of Q3 2014.
  • McAdams Wright Ragen bought 983 Xerox shares in Q3 2014, an estimated $34.3K.
  • Xerox made up 0.2% of McAdams Wright Ragen's portfolio in Q3 2014, its #108 holding.
  • McAdams Wright Ragen first reported a position in Xerox in Q2 2013 and has held it in 6 quarters since.
  • 564 funds tracked by Wall St. Rank held Xerox as of Q3 2014.

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