LBA Wealth Management’s Whirlpool WHR Stock Holding History

LBA Wealth 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 Q4	–	Sell	-30	Closed	-$4K	–	394
2014 Q3	$4K	Buy	+30	New	+$4.43K	﹤0.01%	366

Other funds holding WHR

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

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

Appaloosa Management Miami Beach, Florida $5.01B AUM 0.22% 1-Year Est. Return

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

LBA Wealth Management's WHR Position: Q4 2014 in Review

LBA Wealth Management sold out of Whirlpool (WHR) in Q4 2014, closing a stake of 30 shares — an estimated $4K sold.

LBA Wealth Management first reported a position in WHR in Q3 2014 and held it in 1 quarter. The position peaked at $4K in Q3 2014. 557 funds tracked by Wall St. Rank hold WHR as of Q4 2014.

LBA Wealth Management reported no remaining Whirlpool position as of Q4 2014 after selling out during the quarter.
LBA Wealth Management sold 30 Whirlpool shares in Q4 2014, an estimated $4K.
LBA Wealth Management first reported a position in Whirlpool in Q3 2014 and held it in 1 quarter.
LBA Wealth Management's Whirlpool position peaked at $4K in Q3 2014.
557 funds tracked by Wall St. Rank held Whirlpool as of Q4 2014.

Based on LBA Wealth Management's 13F filing for Q4 2014, filed 4 Feb 2015.