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Essex Investment Management’s Whirlpool WHR Stock Holding History

Essex Investment Management’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
Q3 		– Sell
-2,323
Closed -$323K – 382
2014
Q2 		$323K Sell
2,323
-8,305
-78% -$1.22M 0.05% 290
2014
Q1 		$1.59M Sell
10,628
-548
-5% -$79.3K 0.23% 137
2013
Q4 		$1.75M Sell
11,176
-51
-0.5% -$7.48K 0.25% 116
2013
Q3 		$1.64M Buy
11,227
+248
+2% +$32.8K 0.25% 115
2013
Q2 		$1.26M Buy
+10,979
New +$1.33M 0.22% 125

Other funds holding WHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
AM
Appaloosa Management Miami Beach, Florida $5.01B AUM 0.22% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Essex Investment Management's WHR Position: Q3 2014 in Review

Essex Investment Management sold out of Whirlpool (WHR) in Q3 2014, closing a stake of 2,323 shares — an estimated $323K sold.

Essex Investment Management first reported a position in WHR in Q2 2013 and held it in 5 quarters. The position peaked at $1.75M in Q4 2013. 512 funds tracked by Wall St. Rank hold WHR as of Q3 2014.

  • Essex Investment Management reported no remaining Whirlpool position as of Q3 2014 after selling out during the quarter.
  • Essex Investment Management sold 2,323 Whirlpool shares in Q3 2014, an estimated $323K.
  • Essex Investment Management first reported a position in Whirlpool in Q2 2013 and held it in 5 quarters.
  • Essex Investment Management's Whirlpool position peaked at $1.75M in Q4 2013.
  • 512 funds tracked by Wall St. Rank held Whirlpool as of Q3 2014.

Based on Essex Investment Management's 13F filing for Q3 2014, filed 29 Oct 2014.