Advisory Research’s Whirlpool WHR Stock Holding History

Advisory Research’s Portfolio WHR Stock Details WHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-479	Closed	-$72K	–	677
2014 Q1	$72K	Buy	+479	New	+$69.3K	﹤0.01%	434

Other funds holding WHR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

ETC

Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Advisory Research's WHR Position: Q2 2014 in Review

Advisory Research sold out of Whirlpool (WHR) in Q2 2014, closing a stake of 479 shares — an estimated $72K sold.

Advisory Research first reported a position in WHR in Q1 2014 and held it in 1 quarter. The position peaked at $72K in Q1 2014. 516 funds tracked by Wall St. Rank hold WHR as of Q2 2014.

Advisory Research reported no remaining Whirlpool position as of Q2 2014 after selling out during the quarter.
Advisory Research sold 479 Whirlpool shares in Q2 2014, an estimated $72K.
Advisory Research first reported a position in Whirlpool in Q1 2014 and held it in 1 quarter.
Advisory Research's Whirlpool position peaked at $72K in Q1 2014.
516 funds tracked by Wall St. Rank held Whirlpool as of Q2 2014.

Based on Advisory Research's 13F filing for Q2 2014, filed 14 Aug 2014.