WIL
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Winifred I. Li’s Capitol Federal Financial CFFN Stock Holding History

Winifred I. Li’s Portfolio CFFN Stock Details CFFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$61K Hold
4,740
– – 0.06% 252
2014
Q3 		$56K Hold
4,740
– – 0.05% 270
2014
Q2 		$58K Hold
4,740
– – 0.05% 274
2014
Q1 		$60K Sell
4,740
-850
-15% -$10.4K 0.05% 262
2013
Q4 		$68K Hold
5,590
– – 0.06% 243
2013
Q3 		$69K Hold
5,590
– – 0.06% 231
2013
Q2 		$68K Buy
+5,590
New +$66.7K 0.06% 232

Other funds holding CFFN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Winifred I. Li held its Capitol Federal Financial (CFFN) position steady in Q4 2014 at 4,740 shares worth $61K. The position accounts for 0.06% of the portfolio, ranked #252.

Winifred I. Li first reported a position in CFFN in Q2 2013 and has held it in 7 quarters since. The position peaked at $69K in Q3 2013. 153 funds tracked by Wall St. Rank hold CFFN as of Q4 2014.

  • Winifred I. Li held 4,740 shares of Capitol Federal Financial worth $61K as of Q4 2014.
  • Winifred I. Li left its Capitol Federal Financial share count unchanged in Q4 2014.
  • Capitol Federal Financial made up 0.06% of Winifred I. Li's portfolio in Q4 2014, its #252 holding.
  • Winifred I. Li first reported a position in Capitol Federal Financial in Q2 2013 and has held it in 7 quarters since.
  • Winifred I. Li's Capitol Federal Financial position peaked at $69K in Q3 2013.
  • 153 funds tracked by Wall St. Rank held Capitol Federal Financial as of Q4 2014.

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