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Mitsubishi UFJ Morgan Stanley Securities’s Whirlpool WHR Stock Holding History

Mitsubishi UFJ Morgan Stanley 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
2014
Q2 		– Sell
-70
Closed -$10K – 295
2014
Q1 		$10K Sell
70
-30
-30% -$4.34K 0.03% 208
2013
Q4 		$16K Sell
100
-100
-50% -$14.7K 0.03% 172
2013
Q3 		$29K Buy
+200
New +$26.5K 0.05% 147

Other funds holding WHR

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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Mitsubishi UFJ Morgan Stanley Securities's WHR Position: Q2 2014 in Review

Mitsubishi UFJ Morgan Stanley Securities sold out of Whirlpool (WHR) in Q2 2014, closing a stake of 70 shares — an estimated $10K sold.

Mitsubishi UFJ Morgan Stanley Securities first reported a position in WHR in Q3 2013 and held it in 3 quarters. The position peaked at $29K in Q3 2013. 516 funds tracked by Wall St. Rank hold WHR as of Q2 2014.

  • Mitsubishi UFJ Morgan Stanley Securities reported no remaining Whirlpool position as of Q2 2014 after selling out during the quarter.
  • Mitsubishi UFJ Morgan Stanley Securities sold 70 Whirlpool shares in Q2 2014, an estimated $10K.
  • Mitsubishi UFJ Morgan Stanley Securities first reported a position in Whirlpool in Q3 2013 and held it in 3 quarters.
  • Mitsubishi UFJ Morgan Stanley Securities's Whirlpool position peaked at $29K in Q3 2013.
  • 516 funds tracked by Wall St. Rank held Whirlpool as of Q2 2014.

Based on Mitsubishi UFJ Morgan Stanley Securities's 13F filing for Q2 2014, filed 4 Aug 2014.