WIL
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Winifred I. Li’s MKS Inc MKSI Stock Holding History

Winifred I. Li’s Portfolio MKSI Stock Details MKSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$10K Hold
275
– – 0.01% 412
2014
Q3 		$9K Hold
275
– – 0.01% 365
2014
Q2 		$9K Hold
275
– – 0.01% 359
2014
Q1 		$8K Hold
275
– – 0.01% 355
2013
Q4 		$8K Buy
+275
New +$8K 0.01% 348

Other funds holding MKSI

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

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

Winifred I. Li held its MKS Inc (MKSI) position steady in Q4 2014 at 275 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #412.

Winifred I. Li first reported a position in MKSI in Q4 2013 and has held it in 5 quarters since. 185 funds tracked by Wall St. Rank hold MKSI as of Q4 2014.

  • Winifred I. Li held 275 shares of MKS Inc worth $10K as of Q4 2014.
  • Winifred I. Li left its MKS Inc share count unchanged in Q4 2014.
  • MKS Inc made up 0.01% of Winifred I. Li's portfolio in Q4 2014, its #412 holding.
  • Winifred I. Li first reported a position in MKS Inc in Q4 2013 and has held it in 5 quarters since.
  • 185 funds tracked by Wall St. Rank held MKS Inc as of Q4 2014.

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