WIL
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Winifred I. Li’s Cboe Global Markets CBOE Stock Holding History

Winifred I. Li’s Portfolio CBOE Stock Details CBOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$78K Hold
1,230
– – 0.07% 217
2014
Q3 		$66K Hold
1,230
– – 0.06% 242
2014
Q2 		$61K Hold
1,230
– – 0.05% 267
2014
Q1 		$70K Sell
1,230
-640
-34% -$34.3K 0.06% 242
2013
Q4 		$97K Hold
1,870
– – 0.08% 193
2013
Q3 		$85K Hold
1,870
– – 0.08% 208
2013
Q2 		$87K Buy
+1,870
New +$74K 0.08% 196

Other funds holding CBOE

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
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return

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

Winifred I. Li held its Cboe Global Markets (CBOE) position steady in Q4 2014 at 1,230 shares worth $78K. The position accounts for 0.07% of the portfolio, ranked #217.

Winifred I. Li first reported a position in CBOE in Q2 2013 and has held it in 7 quarters since. The position peaked at $97K in Q4 2013. 253 funds tracked by Wall St. Rank hold CBOE as of Q4 2014.

  • Winifred I. Li held 1,230 shares of Cboe Global Markets worth $78K as of Q4 2014.
  • Winifred I. Li left its Cboe Global Markets share count unchanged in Q4 2014.
  • Cboe Global Markets made up 0.07% of Winifred I. Li's portfolio in Q4 2014, its #217 holding.
  • Winifred I. Li first reported a position in Cboe Global Markets in Q2 2013 and has held it in 7 quarters since.
  • Winifred I. Li's Cboe Global Markets position peaked at $97K in Q4 2013.
  • 253 funds tracked by Wall St. Rank held Cboe Global Markets as of Q4 2014.

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