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Missouri Valley Partners’s Whirlpool WHR Stock Holding History

Missouri Valley 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
2013
Q3 		$2.49M Sell
16,977
-1,120
-6% -$148K 0.94% 35
2013
Q2 		$2.07M Buy
+18,097
New +$2.19M 0.8% 51

Other funds holding WHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
GA
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
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return
CGM
Capital Growth Management Boston, Massachusetts $761M AUM 30.71% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Missouri Valley Partners's WHR Position: Q3 2013 in Review

Missouri Valley Partners reduced its Whirlpool (WHR) stake by 6.2% in Q3 2013, selling an estimated $148K and leaving 16,977 shares worth $2.49M. The position accounts for 0.94% of the portfolio, ranked #35.

Missouri Valley Partners first reported a position in WHR in Q2 2013 and has held it in 2 quarters since. 482 funds tracked by Wall St. Rank hold WHR as of Q3 2013.

  • Missouri Valley Partners held 16,977 shares of Whirlpool worth $2.49M as of Q3 2013.
  • Missouri Valley Partners sold 1,120 Whirlpool shares in Q3 2013, an estimated $148K.
  • Whirlpool made up 0.94% of Missouri Valley Partners's portfolio in Q3 2013, its #35 holding.
  • Missouri Valley Partners first reported a position in Whirlpool in Q2 2013 and has held it in 2 quarters since.
  • 482 funds tracked by Wall St. Rank held Whirlpool as of Q3 2013.

Based on Missouri Valley Partners's 13F filing for Q3 2013, filed 13 Nov 2013.