WIL
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Winifred I. Li’s Regal Rexnord RRX Stock Holding History

Winifred I. Li’s Portfolio RRX Stock Details RRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$79K Hold
1,050
– – 0.07% 215
2014
Q3 		$67K Hold
1,050
– – 0.06% 240
2014
Q2 		$82K Hold
1,050
– – 0.07% 232
2014
Q1 		$76K Hold
1,050
– – 0.07% 233
2013
Q4 		$77K Hold
1,050
– – 0.07% 229
2013
Q3 		$71K Hold
1,050
– – 0.07% 225
2013
Q2 		$68K Buy
+1,050
New +$73.4K 0.06% 235

Other funds holding RRX

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Winifred I. Li held its Regal Rexnord (RRX) position steady in Q4 2014 at 1,050 shares worth $79K. The position accounts for 0.07% of the portfolio, ranked #215.

Winifred I. Li first reported a position in RRX in Q2 2013 and has held it in 7 quarters since. The position peaked at $82K in Q2 2014. 246 funds tracked by Wall St. Rank hold RRX as of Q4 2014.

  • Winifred I. Li held 1,050 shares of Regal Rexnord worth $79K as of Q4 2014.
  • Winifred I. Li left its Regal Rexnord share count unchanged in Q4 2014.
  • Regal Rexnord made up 0.07% of Winifred I. Li's portfolio in Q4 2014, its #215 holding.
  • Winifred I. Li first reported a position in Regal Rexnord in Q2 2013 and has held it in 7 quarters since.
  • Winifred I. Li's Regal Rexnord position peaked at $82K in Q2 2014.
  • 246 funds tracked by Wall St. Rank held Regal Rexnord as of Q4 2014.

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