WIL
BID

Winifred I. Li’s Sotheby's BID Stock Holding History

Winifred I. Li’s Portfolio BID Stock Details BID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$64K Hold
1,480
– – 0.06% 245
2014
Q3 		$53K Hold
1,480
– – 0.05% 280
2014
Q2 		$62K Sell
1,480
-20
-1% -$814 0.05% 266
2014
Q1 		$65K Hold
1,500
– – 0.06% 251
2013
Q4 		$80K Sell
1,500
-6,924
-82% -$357K 0.07% 223
2013
Q3 		$414K Sell
8,424
-2,902
-26% -$129K 0.38% 91
2013
Q2 		$429K Buy
+11,326
New +$413K 0.4% 86

Other funds holding BID

TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
MCM
Marcato Capital Management San Francisco, California $1.2M AUM 91.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EPCM
Eton Park Capital Management New York $2.28B AUM 33.59% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Winifred I. Li held its Sotheby's (BID) position steady in Q4 2014 at 1,480 shares worth $64K. The position accounts for 0.06% of the portfolio, ranked #245.

Winifred I. Li first reported a position in BID in Q2 2013 and has held it in 7 quarters since. The position peaked at $429K in Q2 2013. 245 funds tracked by Wall St. Rank hold BID as of Q4 2014.

  • Winifred I. Li held 1,480 shares of Sotheby's worth $64K as of Q4 2014.
  • Winifred I. Li left its Sotheby's share count unchanged in Q4 2014.
  • Sotheby's made up 0.06% of Winifred I. Li's portfolio in Q4 2014, its #245 holding.
  • Winifred I. Li first reported a position in Sotheby's in Q2 2013 and has held it in 7 quarters since.
  • Winifred I. Li's Sotheby's position peaked at $429K in Q2 2013.
  • 245 funds tracked by Wall St. Rank held Sotheby's as of Q4 2014.

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