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North Point Portfolio Managers’s Whirlpool WHR Stock Holding History

North Point Portfolio Managers’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
Q4 		– Sell
-3,250
Closed -$476K – 96
2013
Q3 		$476K Hold
3,250
– – 0.11% 42
2013
Q2 		$372K Buy
+3,250
New +$394K 0.09% 47

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 $3.37T AUM 44.26% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
OAMG
Odey Asset Management Group London, United Kingdom $381M AUM 45.36% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

North Point Portfolio Managers's WHR Position: Q4 2013 in Review

North Point Portfolio Managers sold out of Whirlpool (WHR) in Q4 2013, closing a stake of 3,250 shares — an estimated $476K sold.

North Point Portfolio Managers first reported a position in WHR in Q2 2013 and held it in 2 quarters. The position peaked at $476K in Q3 2013. 522 funds tracked by Wall St. Rank hold WHR as of Q4 2013.

  • North Point Portfolio Managers reported no remaining Whirlpool position as of Q4 2013 after selling out during the quarter.
  • North Point Portfolio Managers sold 3,250 Whirlpool shares in Q4 2013, an estimated $476K.
  • North Point Portfolio Managers first reported a position in Whirlpool in Q2 2013 and held it in 2 quarters.
  • North Point Portfolio Managers's Whirlpool position peaked at $476K in Q3 2013.
  • 522 funds tracked by Wall St. Rank held Whirlpool as of Q4 2013.

Based on North Point Portfolio Managers's 13F filing for Q4 2013, filed 28 Jan 2014.