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Robert N. Shapiro’s Whirlpool WHR Stock Holding History

Robert N. Shapiro’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 		$194K Hold
1,000
– – 0.04% 262
2014
Q3 		$146K Sell
1,000
-226
-18% -$33.4K 0.03% 320
2014
Q2 		$170K Hold
1,226
– – 0.03% 295
2014
Q1 		$183K Buy
1,226
+168
+16% +$24.3K 0.03% 271
2013
Q4 		$166K Sell
1,058
-2
-0.2% -$293 0.03% 287
2013
Q3 		$155K Buy
1,060
+60
+6% +$7.94K 0.03% 312
2013
Q2 		$114K Buy
+1,000
New +$121K 0.02% 361

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 $6.07B AUM 11.2% 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 16.07% 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 $618B AUM 30.34% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return

Robert N. Shapiro's WHR Position: Q4 2014 in Review

Robert N. Shapiro held its Whirlpool (WHR) position steady in Q4 2014 at 1,000 shares worth $194K. The position accounts for 0.04% of the portfolio, ranked #262.

Robert N. Shapiro 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.

  • Robert N. Shapiro held 1,000 shares of Whirlpool worth $194K as of Q4 2014.
  • Robert N. Shapiro left its Whirlpool share count unchanged in Q4 2014.
  • Whirlpool made up 0.04% of Robert N. Shapiro's portfolio in Q4 2014, its #262 holding.
  • Robert N. Shapiro 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 Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.