WIL
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Winifred I. Li’s UNIFI UFI Stock Holding History

Winifred I. Li’s Portfolio UFI Stock Details UFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$47K Hold
1,569
– – 0.04% 295
2014
Q3 		$41K Hold
1,569
– – 0.04% 312
2014
Q2 		$43K Sell
1,569
-20
-1% -$471 0.04% 310
2014
Q1 		$37K Hold
1,589
– – 0.03% 317
2013
Q4 		$43K Hold
1,589
– – 0.04% 295
2013
Q3 		$37K Hold
1,589
– – 0.03% 304
2013
Q2 		$33K Buy
+1,589
New +$31.2K 0.03% 313

Other funds holding UFI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
IAM
Impala Asset Management Palm Beach, Florida $215M AUM 86.77% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WC
Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Winifred I. Li held its UNIFI (UFI) position steady in Q4 2014 at 1,569 shares worth $47K. The position accounts for 0.04% of the portfolio, ranked #295.

Winifred I. Li first reported a position in UFI in Q2 2013 and has held it in 7 quarters since. 123 funds tracked by Wall St. Rank hold UFI as of Q4 2014.

  • Winifred I. Li held 1,569 shares of UNIFI worth $47K as of Q4 2014.
  • Winifred I. Li left its UNIFI share count unchanged in Q4 2014.
  • UNIFI made up 0.04% of Winifred I. Li's portfolio in Q4 2014, its #295 holding.
  • Winifred I. Li first reported a position in UNIFI in Q2 2013 and has held it in 7 quarters since.
  • 123 funds tracked by Wall St. Rank held UNIFI as of Q4 2014.

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