Lupo Securities’s Whirlpool WHR Stock Holding History

Lupo Securities’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 Q1	–	Sell	-146	Closed	-$21.3K	–	692
2014 Q4	$21.3K	Buy	+146	New	+$25.1K	0.01%	262

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

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

BIT

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

ETC

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lupo Securities's WHR Position: Q1 2015 in Review

Lupo Securities sold out of Whirlpool (WHR) in Q1 2015, closing a stake of 1,690 shares — an estimated $327K sold.

Lupo Securities first reported a position in WHR in Q4 2014 and held it in 1 quarter. The position peaked at $327K in Q4 2014. 580 funds tracked by Wall St. Rank hold WHR as of Q1 2015.

Lupo Securities reported no remaining Whirlpool position as of Q1 2015 after selling out during the quarter.
Lupo Securities sold 1,690 Whirlpool shares in Q1 2015, an estimated $327K.
Lupo Securities first reported a position in Whirlpool in Q4 2014 and held it in 1 quarter.
Lupo Securities's Whirlpool position peaked at $327K in Q4 2014.
580 funds tracked by Wall St. Rank held Whirlpool as of Q1 2015.

Based on Lupo Securities's 13F filing for Q1 2015, filed 15 May 2015.