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Stifel Nicolaus & Co’s Whirlpool WHR Stock Holding History

Stifel Nicolaus & Co’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 		$273K Sell
1,861
-9
-0.5% -$1.19K ﹤0.01% 1204
2013
Q2 		$214K Buy
+1,870
New +$227K ﹤0.01% 1252

Other funds holding WHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
GA
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
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Stifel Nicolaus & Co's WHR Position: Q3 2013 in Review

Stifel Nicolaus & Co reduced its Whirlpool (WHR) stake by 0.48% in Q3 2013, selling an estimated $1.19K and leaving 1,861 shares worth $273K. The position accounts for ﹤0.01% of the portfolio, ranked #1204.

Stifel Nicolaus & Co first reported a position in WHR in Q2 2013 and has held it in 2 quarters since. 482 funds tracked by Wall St. Rank hold WHR as of Q3 2013.

  • Stifel Nicolaus & Co held 1,861 shares of Whirlpool worth $273K as of Q3 2013.
  • Stifel Nicolaus & Co sold 9 Whirlpool shares in Q3 2013, an estimated $1.19K.
  • Whirlpool made up ﹤0.01% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #1204 holding.
  • Stifel Nicolaus & Co first reported a position in Whirlpool in Q2 2013 and has held it in 2 quarters since.
  • 482 funds tracked by Wall St. Rank held Whirlpool as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.