WIL
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Winifred I. Li’s Blackstone BX Stock Holding History

Winifred I. Li’s Portfolio BX Stock Details BX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$135K Hold
4,076
– – 0.13% 156
2014
Q3 		$126K Buy
+4,076
New +$133K 0.12% 155

Other funds holding BX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

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

Winifred I. Li held its Blackstone (BX) position steady in Q4 2014 at 4,076 shares worth $135K. The position accounts for 0.13% of the portfolio, ranked #156.

Winifred I. Li first reported a position in BX in Q3 2014 and has held it in 2 quarters since. 466 funds tracked by Wall St. Rank hold BX as of Q4 2014.

  • Winifred I. Li held 4,076 shares of Blackstone worth $135K as of Q4 2014.
  • Winifred I. Li left its Blackstone share count unchanged in Q4 2014.
  • Blackstone made up 0.13% of Winifred I. Li's portfolio in Q4 2014, its #156 holding.
  • Winifred I. Li first reported a position in Blackstone in Q3 2014 and has held it in 2 quarters since.
  • 466 funds tracked by Wall St. Rank held Blackstone as of Q4 2014.

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