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Winifred I. Li’s Atlantic Union Bankshares AUB Stock Holding History

Winifred I. Li’s Portfolio AUB Stock Details AUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$24K Buy
+1,010
New +$23.4K 0.02% 353

Other funds holding AUB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
FHC
Forest Hill Capital Little Rock, Arkansas $152M AUM 64.38% 1-Year Est. Return

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

Winifred I. Li opened a new position in Atlantic Union Bankshares (AUB) in Q4 2014: 1,010 shares worth $24K. The stake represents 0.02% of the portfolio and ranks #353 among its holdings.

118 funds tracked by Wall St. Rank hold AUB as of Q4 2014.

  • Winifred I. Li held 1,010 shares of Atlantic Union Bankshares worth $24K as of Q4 2014.
  • Atlantic Union Bankshares was a new Winifred I. Li position in Q4 2014.
  • Atlantic Union Bankshares made up 0.02% of Winifred I. Li's portfolio in Q4 2014, its #353 holding.
  • 118 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q4 2014.

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