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Placemark Investments’s Whirlpool WHR Stock Holding History

Placemark Investments’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 		$1.8M Sell
9,309
-1,315
-12% -$226K 0.03% 601
2014
Q3 		$1.54M Buy
10,624
+660
+7% +$97.5K 0.03% 668
2014
Q2 		$1.39M Buy
9,964
+3,699
+59% +$543K 0.02% 710
2014
Q1 		$935K Buy
6,265
+2,740
+78% +$397K 0.02% 850
2013
Q4 		$554K Sell
3,525
-2,682
-43% -$393K 0.01% 1086
2013
Q3 		$908K Sell
6,207
-2,709
-30% -$358K 0.02% 858
2013
Q2 		$1.02M Buy
+8,916
New +$1.08M 0.02% 746

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 $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $46.4B AUM 27.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 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 $618B AUM 30.34% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return

Placemark Investments's WHR Position: Q4 2014 in Review

Placemark Investments reduced its Whirlpool (WHR) stake by 12% in Q4 2014, selling an estimated $226K and leaving 9,309 shares worth $1.8M. The position accounts for 0.03% of the portfolio, ranked #601.

Placemark Investments first reported a position in WHR in Q2 2013 and has held it in 7 quarters since. 557 funds tracked by Wall St. Rank hold WHR as of Q4 2014.

  • Placemark Investments held 9,309 shares of Whirlpool worth $1.8M as of Q4 2014.
  • Placemark Investments sold 1,315 Whirlpool shares in Q4 2014, an estimated $226K.
  • Whirlpool made up 0.03% of Placemark Investments's portfolio in Q4 2014, its #601 holding.
  • Placemark Investments first reported a position in Whirlpool in Q2 2013 and has held it in 7 quarters since.
  • 557 funds tracked by Wall St. Rank held Whirlpool as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.