WIL
FDO

Winifred I. Li’s FAMILY DOLLAR STORES FDO Stock Holding History

Winifred I. Li’s Portfolio FDO Stock Details FDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$22K Buy
275
+270
+5,400% +$21.2K 0.02% 361
2014
Q3 		$0 Buy
+5
New +$368 ﹤0.01% 488

Other funds holding FDO

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
YCMGA
York Capital Management Global Advisors New York $87.8M AUM 45.55% 1-Year Est. Return

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

Winifred I. Li increased its FAMILY DOLLAR STORES (FDO) stake by 5,400% in Q4 2014, buying an estimated $21.2K and bringing the position to 275 shares worth $22K. The position accounts for 0.02% of the portfolio, ranked #361.

Winifred I. Li first reported a position in FDO in Q3 2014 and has held it in 2 quarters since. 377 funds tracked by Wall St. Rank hold FDO as of Q4 2014.

  • Winifred I. Li held 275 shares of FAMILY DOLLAR STORES worth $22K as of Q4 2014.
  • Winifred I. Li bought 270 FAMILY DOLLAR STORES shares in Q4 2014, an estimated $21.2K.
  • FAMILY DOLLAR STORES made up 0.02% of Winifred I. Li's portfolio in Q4 2014, its #361 holding.
  • Winifred I. Li first reported a position in FAMILY DOLLAR STORES in Q3 2014 and has held it in 2 quarters since.
  • 377 funds tracked by Wall St. Rank held FAMILY DOLLAR STORES as of Q4 2014.

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