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Founders Bank & Trust’s Whirlpool WHR Stock Holding History

Founders Bank & Trust’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
Q4 		$26K Hold
133
– – 0.01% 227
2014
Q3 		$19K Hold
133
– – 0.01% 244
2014
Q2 		$19K Hold
133
– – 0.01% 245
2014
Q1 		$20K Hold
133
– – 0.01% 235
2013
Q4 		$17K Buy
+133
New +$19.5K 0.01% 274

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 $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 16.07% 1-Year Est. Return
AM
Appaloosa Management Miami Beach, Florida $5.01B AUM 0.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return

Founders Bank & Trust's WHR Position: Q4 2014 in Review

Founders Bank & Trust held its Whirlpool (WHR) position steady in Q4 2014 at 133 shares worth $26K. The position accounts for 0.01% of the portfolio, ranked #227.

Founders Bank & Trust first reported a position in WHR in Q4 2013 and has held it in 5 quarters since. 557 funds tracked by Wall St. Rank hold WHR as of Q4 2014.

  • Founders Bank & Trust held 133 shares of Whirlpool worth $26K as of Q4 2014.
  • Founders Bank & Trust left its Whirlpool share count unchanged in Q4 2014.
  • Whirlpool made up 0.01% of Founders Bank & Trust's portfolio in Q4 2014, its #227 holding.
  • Founders Bank & Trust first reported a position in Whirlpool in Q4 2013 and has held it in 5 quarters since.
  • 557 funds tracked by Wall St. Rank held Whirlpool as of Q4 2014.

Based on Founders Bank & Trust's 13F filing for Q4 2014, filed 9 Feb 2015.