Simply Money Advisors’s Whirlpool WHR Stock Holding History

Simply Money Advisors’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 Q3	–	Sell	-33	Closed	-$4K	–	363
2013 Q2	$4K	Buy	+33	New	+$4K	﹤0.01%	313

Other funds holding WHR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

ETC

Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return

CGM

Capital Growth Management Boston, Massachusetts $761M AUM 30.71% 1-Year Est. Return

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Simply Money Advisors's WHR Position: Q3 2013 in Review

Simply Money Advisors sold out of Whirlpool (WHR) in Q3 2013, closing a stake of 33 shares — an estimated $4K sold.

Simply Money Advisors first reported a position in WHR in Q2 2013 and held it in 1 quarter. The position peaked at $4K in Q2 2013. 482 funds tracked by Wall St. Rank hold WHR as of Q3 2013.

Simply Money Advisors reported no remaining Whirlpool position as of Q3 2013 after selling out during the quarter.
Simply Money Advisors sold 33 Whirlpool shares in Q3 2013, an estimated $4K.
Simply Money Advisors first reported a position in Whirlpool in Q2 2013 and held it in 1 quarter.
Simply Money Advisors's Whirlpool position peaked at $4K in Q2 2013.
482 funds tracked by Wall St. Rank held Whirlpool as of Q3 2013.

Based on Simply Money Advisors's 13F filing for Q3 2013, filed 15 Oct 2013.