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Hoxton Financial’s Whirlpool WHR Stock Holding History

Hoxton Financial’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
Q1 		– Sell
-204
Closed -$32K – 591
2013
Q4 		$32K Buy
+204
New +$29.9K 0.01% 261
2013
Q3 		– Sell
-164
Closed -$19K – 613
2013
Q2 		$19K Buy
+164
New +$19.9K 0.01% 292

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 $3.38T AUM 44.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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 $1.55T AUM 33.47% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Hoxton Financial's WHR Position: Q1 2014 in Review

Hoxton Financial sold out of Whirlpool (WHR) in Q1 2014, closing a stake of 204 shares — an estimated $32K sold.

Hoxton Financial first reported a position in WHR in Q2 2013 and held it in 2 quarters. The position peaked at $32K in Q4 2013. 513 funds tracked by Wall St. Rank hold WHR as of Q1 2014.

  • Hoxton Financial reported no remaining Whirlpool position as of Q1 2014 after selling out during the quarter.
  • Hoxton Financial sold 204 Whirlpool shares in Q1 2014, an estimated $32K.
  • Hoxton Financial first reported a position in Whirlpool in Q2 2013 and held it in 2 quarters.
  • Hoxton Financial's Whirlpool position peaked at $32K in Q4 2013.
  • 513 funds tracked by Wall St. Rank held Whirlpool as of Q1 2014.

Based on Hoxton Financial's 13F filing for Q1 2014, filed 25 Apr 2014.