WIL
BEL

Winifred I. Li’s Belmond Ltd. BEL Stock Holding History

Winifred I. Li’s Portfolio BEL Stock Details BEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$76K Hold
6,160
– – 0.07% 225
2014
Q3 		$72K Hold
6,160
– – 0.07% 231
2014
Q2 		$90K Sell
6,160
-70
-1% -$929 0.08% 218
2014
Q1 		$90K Hold
6,230
– – 0.08% 213
2013
Q4 		$94K Hold
6,230
– – 0.08% 200
2013
Q3 		$81K Hold
6,230
– – 0.08% 217
2013
Q2 		$76K Buy
+6,230
New +$68K 0.07% 216

Other funds holding BEL

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 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
RFC
Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

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

Winifred I. Li held its Belmond Ltd. (BEL) position steady in Q4 2014 at 6,160 shares worth $76K. The position accounts for 0.07% of the portfolio, ranked #225.

Winifred I. Li first reported a position in BEL in Q2 2013 and has held it in 7 quarters since. The position peaked at $94K in Q4 2013. 138 funds tracked by Wall St. Rank hold BEL as of Q4 2014.

  • Winifred I. Li held 6,160 shares of Belmond Ltd. worth $76K as of Q4 2014.
  • Winifred I. Li left its Belmond Ltd. share count unchanged in Q4 2014.
  • Belmond Ltd. made up 0.07% of Winifred I. Li's portfolio in Q4 2014, its #225 holding.
  • Winifred I. Li first reported a position in Belmond Ltd. in Q2 2013 and has held it in 7 quarters since.
  • Winifred I. Li's Belmond Ltd. position peaked at $94K in Q4 2013.
  • 138 funds tracked by Wall St. Rank held Belmond Ltd. as of Q4 2014.

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