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Gary Goldberg Planning Services’s Whirlpool WHR Stock Holding History

Gary Goldberg Planning 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
2014
Q4 		$6K Hold
33
– – ﹤0.01% 389
2014
Q3 		$5K Buy
+33
New +$4.88K ﹤0.01% 424

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 $2.9T AUM 29.55% 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 $6.07B AUM 11.2% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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 $618B AUM 30.34% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return

Gary Goldberg Planning Services's WHR Position: Q4 2014 in Review

Gary Goldberg Planning Services held its Whirlpool (WHR) position steady in Q4 2014 at 33 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #389.

Gary Goldberg Planning Services first reported a position in WHR in Q3 2014 and has held it in 2 quarters since. 557 funds tracked by Wall St. Rank hold WHR as of Q4 2014.

  • Gary Goldberg Planning Services held 33 shares of Whirlpool worth $6K as of Q4 2014.
  • Gary Goldberg Planning Services left its Whirlpool share count unchanged in Q4 2014.
  • Whirlpool made up ﹤0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #389 holding.
  • Gary Goldberg Planning Services first reported a position in Whirlpool in Q3 2014 and has held it in 2 quarters since.
  • 557 funds tracked by Wall St. Rank held Whirlpool as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.