WIL
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Winifred I. Li’s Boeing BA Stock Holding History

Winifred I. Li’s Portfolio BA Stock Details BA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$249K Sell
1,912
-273
-12% -$34.6K 0.24% 98
2014
Q3 		$278K Sell
2,185
-2,295
-51% -$289K 0.27% 88
2014
Q2 		$570K Sell
4,480
-94
-2% -$12.3K 0.49% 68
2014
Q1 		$574K Sell
4,574
-168
-4% -$21.9K 0.5% 71
2013
Q4 		$647K Sell
4,742
-8
-0.2% -$1.04K 0.56% 61
2013
Q3 		$558K Sell
4,750
-132
-3% -$14.2K 0.52% 73
2013
Q2 		$500K Buy
+4,882
New +$464K 0.46% 74

Other funds holding BA

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Winifred I. Li reduced its Boeing (BA) stake by 12% in Q4 2014, selling an estimated $34.6K and leaving 1,912 shares worth $249K. The position accounts for 0.24% of the portfolio, ranked #98.

Winifred I. Li first reported a position in BA in Q2 2013 and has held it in 7 quarters since. The position peaked at $647K in Q4 2013. 1,260 funds tracked by Wall St. Rank hold BA as of Q4 2014.

  • Winifred I. Li held 1,912 shares of Boeing worth $249K as of Q4 2014.
  • Winifred I. Li sold 273 Boeing shares in Q4 2014, an estimated $34.6K.
  • Boeing made up 0.24% of Winifred I. Li's portfolio in Q4 2014, its #98 holding.
  • Winifred I. Li first reported a position in Boeing in Q2 2013 and has held it in 7 quarters since.
  • Winifred I. Li's Boeing position peaked at $647K in Q4 2013.
  • 1,260 funds tracked by Wall St. Rank held Boeing as of Q4 2014.

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