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Counsel Portfolio Services’s Whirlpool WHR Stock Holding History

Counsel Portfolio Services’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
2013
Q3 		– Sell
-53,903
Closed -$6.16M – 328
2013
Q2 		$6.16M Buy
+53,903
New +$6.54M 0.74% 34

Other funds holding WHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return
CGM
Capital Growth Management Boston, Massachusetts $761M AUM 30.71% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Counsel Portfolio Services's WHR Position: Q3 2013 in Review

Counsel Portfolio Services sold out of Whirlpool (WHR) in Q3 2013, closing a stake of 53,903 shares — an estimated $6.16M sold.

Counsel Portfolio Services first reported a position in WHR in Q2 2013 and held it in 1 quarter. The position peaked at $6.16M in Q2 2013. 482 funds tracked by Wall St. Rank hold WHR as of Q3 2013.

  • Counsel Portfolio Services reported no remaining Whirlpool position as of Q3 2013 after selling out during the quarter.
  • Counsel Portfolio Services sold 53,903 Whirlpool shares in Q3 2013, an estimated $6.16M.
  • Counsel Portfolio Services first reported a position in Whirlpool in Q2 2013 and held it in 1 quarter.
  • Counsel Portfolio Services's Whirlpool position peaked at $6.16M in Q2 2013.
  • 482 funds tracked by Wall St. Rank held Whirlpool as of Q3 2013.

Based on Counsel Portfolio Services's 13F filing for Q3 2013, filed 12 Nov 2013.