| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES MSCI EAFE INDEX FUND | 7 | Q4 2014 | 6.8% |
| EXXON MOBIL CORP | 7 | Q4 2014 | 2.7% |
| JOHNSON & JOHNSON | 7 | Q4 2014 | 2.4% |
| DU PONT E I DE NEMOURS & CO | 7 | Q4 2014 | 2.3% |
| SCHLUMBERGER LTD | 7 | Q4 2014 | 2.4% |
| APPLE INC | 7 | Q4 2014 | 2.3% |
| MICROSOFT CORP | 7 | Q4 2014 | 1.8% |
| AMERICAN EXPRESS CO | 7 | Q4 2014 | 1.6% |
| JP MORGAN CHASE & CO | 7 | Q4 2014 | 1.5% |
| 3M CO | 7 | Q4 2014 | 1.6% |
View Li Winifred I's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2015-02-19 |
| 13F-HR | 2014-10-21 |
| 13F-HR | 2014-09-11 |
| 13F-HR | 2014-06-18 |
| 13F-HR | 2014-02-06 |
| 13F-HR | 2013-11-19 |
| 13F-HR | 2013-08-06 |
| 13F-HR | 2013-05-14 |
| 13F-HR | 2013-02-19 |
| 13F-HR | 2012-12-05 |
View Li Winifred I's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.