WIL
AL

Winifred I. Li’s Air Lease Corp AL Stock Holding History

Winifred I. Li’s Portfolio AL Stock Details AL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$79K Hold
2,300
– – 0.07% 212
2014
Q3 		$75K Sell
2,300
-100
-4% -$3.65K 0.07% 222
2014
Q2 		$93K Hold
2,400
– – 0.08% 208
2014
Q1 		$89K Hold
2,400
– – 0.08% 214
2013
Q4 		$75K Hold
2,400
– – 0.06% 231
2013
Q3 		$66K Buy
+2,400
New +$65.7K 0.06% 240

Other funds holding AL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OCM
Osterweis Capital Management San Francisco, California $1.94B AUM 20.77% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CC
Cannell & Co New York $3.15B AUM 30.62% 1-Year Est. Return
CC
Capital Counsel New York $2.35B AUM 21.34% 1-Year Est. Return
AC
Axon Capital New York $69.3M AUM
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Winifred I. Li's AL Position: Q4 2014 in Review

Winifred I. Li held its Air Lease Corp (AL) position steady in Q4 2014 at 2,300 shares worth $79K. The position accounts for 0.07% of the portfolio, ranked #212.

Winifred I. Li first reported a position in AL in Q3 2013 and has held it in 6 quarters since. The position peaked at $93K in Q2 2014. 220 funds tracked by Wall St. Rank hold AL as of Q4 2014.

  • Winifred I. Li held 2,300 shares of Air Lease Corp worth $79K as of Q4 2014.
  • Winifred I. Li left its Air Lease Corp share count unchanged in Q4 2014.
  • Air Lease Corp made up 0.07% of Winifred I. Li's portfolio in Q4 2014, its #212 holding.
  • Winifred I. Li first reported a position in Air Lease Corp in Q3 2013 and has held it in 6 quarters since.
  • Winifred I. Li's Air Lease Corp position peaked at $93K in Q2 2014.
  • 220 funds tracked by Wall St. Rank held Air Lease Corp as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.