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Portolan Capital Management’s Whirlpool WHR Stock Holding History

Portolan Capital Management’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
-8,953
Closed -$1.31M – 139
2013
Q3 		$1.31M Sell
8,953
-7,051
-44% -$933K 0.34% 80
2013
Q2 		$1.83M Buy
+16,004
New +$1.94M 0.52% 67

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
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

Portolan Capital Management's WHR Position: Q4 2013 in Review

Portolan Capital Management sold out of Whirlpool (WHR) in Q4 2013, closing a stake of 8,953 shares — an estimated $1.31M sold.

Portolan Capital Management first reported a position in WHR in Q2 2013 and held it in 2 quarters. The position peaked at $1.83M in Q2 2013. 522 funds tracked by Wall St. Rank hold WHR as of Q4 2013.

  • Portolan Capital Management reported no remaining Whirlpool position as of Q4 2013 after selling out during the quarter.
  • Portolan Capital Management sold 8,953 Whirlpool shares in Q4 2013, an estimated $1.31M.
  • Portolan Capital Management first reported a position in Whirlpool in Q2 2013 and held it in 2 quarters.
  • Portolan Capital Management's Whirlpool position peaked at $1.83M in Q2 2013.
  • 522 funds tracked by Wall St. Rank held Whirlpool as of Q4 2013.

Based on Portolan Capital Management's 13F filing for Q4 2013, filed 13 Feb 2014.