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Independence Capital Asset Partners’s Whirlpool WHR Stock Holding History

Independence Capital Asset Partners’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
-9,654
Closed -$1.51M – 117
2013
Q4 		$1.51M Sell
9,654
-94,587
-91% -$13.9M 0.23% 51
2013
Q3 		$15.3M Buy
104,241
+8,793
+9% +$1.16M 2.59% 12
2013
Q2 		$10.9M Buy
+95,448
New +$11.6M 1.9% 15

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GA
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Wellington Management Group
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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

Independence Capital Asset Partners's WHR Position: Q1 2014 in Review

Independence Capital Asset Partners sold out of Whirlpool (WHR) in Q1 2014, closing a stake of 9,654 shares — an estimated $1.51M sold.

Independence Capital Asset Partners first reported a position in WHR in Q2 2013 and held it in 3 quarters. The position peaked at $15.3M in Q3 2013. 513 funds tracked by Wall St. Rank hold WHR as of Q1 2014.

  • Independence Capital Asset Partners reported no remaining Whirlpool position as of Q1 2014 after selling out during the quarter.
  • Independence Capital Asset Partners sold 9,654 Whirlpool shares in Q1 2014, an estimated $1.51M.
  • Independence Capital Asset Partners first reported a position in Whirlpool in Q2 2013 and held it in 3 quarters.
  • Independence Capital Asset Partners's Whirlpool position peaked at $15.3M in Q3 2013.
  • 513 funds tracked by Wall St. Rank held Whirlpool as of Q1 2014.

Based on Independence Capital Asset Partners's 13F filing for Q1 2014, filed 15 May 2014.