WIL
GAS

Winifred I. Li’s AGL Resources Inc GAS Stock Holding History

Winifred I. Li’s Portfolio GAS Stock Details GAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$246K Buy
4,512
+12
+0.3% +$634 0.23% 100
2014
Q3 		$231K Hold
4,500
– – 0.22% 105
2014
Q2 		$248K Sell
4,500
-16
-0.4% -$841 0.21% 116
2014
Q1 		$221K Hold
4,516
– – 0.19% 122
2013
Q4 		$213K Hold
4,516
– – 0.18% 123
2013
Q3 		$208K Sell
4,516
-16
-0.4% -$720 0.19% 122
2013
Q2 		$194K Buy
+4,532
New +$195K 0.18% 125

Other funds holding GAS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

Winifred I. Li increased its AGL Resources Inc (GAS) stake by 0.27% in Q4 2014, buying an estimated $634 and bringing the position to 4,512 shares worth $246K. The position accounts for 0.23% of the portfolio, ranked #100.

Winifred I. Li first reported a position in GAS in Q2 2013 and has held it in 7 quarters since. The position peaked at $248K in Q2 2014. 432 funds tracked by Wall St. Rank hold GAS as of Q4 2014.

  • Winifred I. Li held 4,512 shares of AGL Resources Inc worth $246K as of Q4 2014.
  • Winifred I. Li bought 12 AGL Resources Inc shares in Q4 2014, an estimated $634.
  • AGL Resources Inc made up 0.23% of Winifred I. Li's portfolio in Q4 2014, its #100 holding.
  • Winifred I. Li first reported a position in AGL Resources Inc in Q2 2013 and has held it in 7 quarters since.
  • Winifred I. Li's AGL Resources Inc position peaked at $248K in Q2 2014.
  • 432 funds tracked by Wall St. Rank held AGL Resources Inc as of Q4 2014.

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