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Kokusai Asset Management’s Whirlpool WHR Stock Holding History

Kokusai Asset Management’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
Q3 		– Sell
-13,950
Closed -$1.94M – 42
2014
Q2 		$1.94M Sell
13,950
-700
-5% -$103K 2.7% 20
2014
Q1 		$2.19M Sell
14,650
-600
-4% -$86.9K 3.03% 18
2013
Q4 		$2.39M Sell
15,250
-2,300
-13% -$337K 3.17% 16
2013
Q3 		$2.57M Buy
+17,550
New +$2.32M 3.23% 18

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
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

Kokusai Asset Management's WHR Position: Q3 2014 in Review

Kokusai Asset Management sold out of Whirlpool (WHR) in Q3 2014, closing a stake of 13,950 shares — an estimated $1.94M sold.

Kokusai Asset Management first reported a position in WHR in Q3 2013 and held it in 4 quarters. The position peaked at $2.57M in Q3 2013. 512 funds tracked by Wall St. Rank hold WHR as of Q3 2014.

  • Kokusai Asset Management reported no remaining Whirlpool position as of Q3 2014 after selling out during the quarter.
  • Kokusai Asset Management sold 13,950 Whirlpool shares in Q3 2014, an estimated $1.94M.
  • Kokusai Asset Management first reported a position in Whirlpool in Q3 2013 and held it in 4 quarters.
  • Kokusai Asset Management's Whirlpool position peaked at $2.57M in Q3 2013.
  • 512 funds tracked by Wall St. Rank held Whirlpool as of Q3 2014.

Based on Kokusai Asset Management's 13F filing for Q3 2014, filed 15 Oct 2014.