Index Management Solutions’s Whirlpool WHR Stock Holding History

Index Management Solutions’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
2015 Q3	$30K	Sell	204 -6	-3%	-$1.01K	0.03%	324
2015 Q2	$36K	Buy	210 +115	+121%	+$21.6K	0.03%	351
2015 Q1	$19K	Sell	95 -148	-61%	-$30.1K	0.01%	397
2014 Q4	$47K	Sell	243 -1,864	-88%	-$320K	0.01%	378
2014 Q3	$307K	Buy	2,107 +338	+19%	+$50K	0.04%	447
2014 Q2	$246K	Buy	1,769 +985	+126%	+$145K	0.03%	535
2014 Q1	$117K	Buy	784 +457	+140%	+$66.2K	0.02%	395
2013 Q4	$51K	Buy	327 +41	+14%	+$6.01K	0.01%	505
2013 Q3	$42K	Buy	+286	New	+$37.8K	0.01%	536

Other funds holding WHR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Institutional Capital Chicago, Illinois $6.75B AUM 3.51% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ETC

Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return

Index Management Solutions's WHR Position: Q3 2015 in Review

Index Management Solutions reduced its Whirlpool (WHR) stake by 2.9% in Q3 2015, selling an estimated $1.01K and leaving 204 shares worth $30K. The position accounts for 0.03% of the portfolio, ranked #324.

Index Management Solutions first reported a position in WHR in Q3 2013 and has held it in 9 quarters since. The position peaked at $307K in Q3 2014. 527 funds tracked by Wall St. Rank hold WHR as of Q3 2015.

Index Management Solutions held 204 shares of Whirlpool worth $30K as of Q3 2015.
Index Management Solutions sold 6 Whirlpool shares in Q3 2015, an estimated $1.01K.
Whirlpool made up 0.03% of Index Management Solutions's portfolio in Q3 2015, its #324 holding.
Index Management Solutions first reported a position in Whirlpool in Q3 2013 and has held it in 9 quarters since.
Index Management Solutions's Whirlpool position peaked at $307K in Q3 2014.
527 funds tracked by Wall St. Rank held Whirlpool as of Q3 2015.

Based on Index Management Solutions's 13F filing for Q3 2015, filed 13 Nov 2015.