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New England Securities’s Whirlpool WHR Stock Holding History

New England 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
Q4 		$28K Buy
143
+20
+16% +$3.44K 0.01% 764
2014
Q3 		$18K Buy
123
+82
+200% +$12.1K 0.01% 960
2014
Q2 		$6K Hold
41
– – ﹤0.01% 1277
2014
Q1 		$6K Buy
41
+1
+3% +$145 ﹤0.01% 1230
2013
Q4 		$6K Hold
40
– – ﹤0.01% 1177
2013
Q3 		$6K Buy
+40
New +$5.29K ﹤0.01% 1142

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 $3.38T AUM 44.17% 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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return

New England Securities's WHR Position: Q4 2014 in Review

New England Securities increased its Whirlpool (WHR) stake by 16% in Q4 2014, buying an estimated $3.44K and bringing the position to 143 shares worth $28K. The position accounts for 0.01% of the portfolio, ranked #764.

New England Securities first reported a position in WHR in Q3 2013 and has held it in 6 quarters since. 557 funds tracked by Wall St. Rank hold WHR as of Q4 2014.

  • New England Securities held 143 shares of Whirlpool worth $28K as of Q4 2014.
  • New England Securities bought 20 Whirlpool shares in Q4 2014, an estimated $3.44K.
  • Whirlpool made up 0.01% of New England Securities's portfolio in Q4 2014, its #764 holding.
  • New England Securities first reported a position in Whirlpool in Q3 2013 and has held it in 6 quarters since.
  • 557 funds tracked by Wall St. Rank held Whirlpool as of Q4 2014.

Based on New England Securities's 13F filing for Q4 2014, filed 26 Jan 2015.