WIL
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Winifred I. Li’s Provident Financial Services PFS Stock Holding History

Winifred I. Li’s Portfolio PFS Stock Details PFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$76K Hold
4,200
– – 0.07% 223
2014
Q3 		$69K Hold
4,200
– – 0.07% 235
2014
Q2 		$73K Buy
4,200
+1,460
+53% +$25.4K 0.06% 249
2014
Q1 		$50K Buy
+2,740
New +$49.6K 0.04% 285

Other funds holding PFS

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
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Winifred I. Li held its Provident Financial Services (PFS) position steady in Q4 2014 at 4,200 shares worth $76K. The position accounts for 0.07% of the portfolio, ranked #223.

Winifred I. Li first reported a position in PFS in Q1 2014 and has held it in 4 quarters since. 143 funds tracked by Wall St. Rank hold PFS as of Q4 2014.

  • Winifred I. Li held 4,200 shares of Provident Financial Services worth $76K as of Q4 2014.
  • Winifred I. Li left its Provident Financial Services share count unchanged in Q4 2014.
  • Provident Financial Services made up 0.07% of Winifred I. Li's portfolio in Q4 2014, its #223 holding.
  • Winifred I. Li first reported a position in Provident Financial Services in Q1 2014 and has held it in 4 quarters since.
  • 143 funds tracked by Wall St. Rank held Provident Financial Services as of Q4 2014.

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