WIL
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Winifred I. Li’s Goldman Sachs GS Stock Holding History

Winifred I. Li’s Portfolio GS Stock Details GS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$6K Hold
30
– – 0.01% 430
2014
Q3 		$6K Hold
30
– – 0.01% 369
2014
Q2 		$5K Sell
30
-8
-21% -$1.29K ﹤0.01% 367
2014
Q1 		$6K Hold
38
– – 0.01% 360
2013
Q4 		$7K Buy
38
+30
+375% +$4.95K 0.01% 353
2013
Q3 		$1K Sell
8
-8
-50% -$1.29K ﹤0.01% 367
2013
Q2 		$2K Buy
+16
New +$2.44K ﹤0.01% 366

Other funds holding GS

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPU
Lansdowne Partners (UK) London, United Kingdom $1.87B AUM 61.55% 1-Year Est. Return

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

Winifred I. Li held its Goldman Sachs (GS) position steady in Q4 2014 at 30 shares worth $6K. The position accounts for 0.01% of the portfolio, ranked #430.

Winifred I. Li first reported a position in GS in Q2 2013 and has held it in 7 quarters since. The position peaked at $7K in Q4 2013. 997 funds tracked by Wall St. Rank hold GS as of Q4 2014.

  • Winifred I. Li held 30 shares of Goldman Sachs worth $6K as of Q4 2014.
  • Winifred I. Li left its Goldman Sachs share count unchanged in Q4 2014.
  • Goldman Sachs made up 0.01% of Winifred I. Li's portfolio in Q4 2014, its #430 holding.
  • Winifred I. Li first reported a position in Goldman Sachs in Q2 2013 and has held it in 7 quarters since.
  • Winifred I. Li's Goldman Sachs position peaked at $7K in Q4 2013.
  • 997 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2014.

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