WIL
GMCR

Winifred I. Li’s KEURIG GREEN MTN INC GMCR Stock Holding History

Winifred I. Li’s Portfolio GMCR Stock Details GMCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$18K Buy
135
+119
+744% +$16.9K 0.02% 374
2014
Q3 		$2K Buy
+16
New +$2K ﹤0.01% 407

Other funds holding GMCR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
PGP
Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Winifred I. Li increased its KEURIG GREEN MTN INC (GMCR) stake by 744% in Q4 2014, buying an estimated $16.9K and bringing the position to 135 shares worth $18K. The position accounts for 0.02% of the portfolio, ranked #374.

Winifred I. Li first reported a position in GMCR in Q3 2014 and has held it in 2 quarters since. 441 funds tracked by Wall St. Rank hold GMCR as of Q4 2014.

  • Winifred I. Li held 135 shares of KEURIG GREEN MTN INC worth $18K as of Q4 2014.
  • Winifred I. Li bought 119 KEURIG GREEN MTN INC shares in Q4 2014, an estimated $16.9K.
  • KEURIG GREEN MTN INC made up 0.02% of Winifred I. Li's portfolio in Q4 2014, its #374 holding.
  • Winifred I. Li first reported a position in KEURIG GREEN MTN INC in Q3 2014 and has held it in 2 quarters since.
  • 441 funds tracked by Wall St. Rank held KEURIG GREEN MTN INC as of Q4 2014.

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