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Stifel Trust’s Whirlpool WHR Stock Holding History

Stifel Trust’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
Q3 		$3.63M Buy
24,917
+24,512
+6,052% +$3.62M 0.7% 61
2014
Q2 		$57K Buy
405
+150
+59% +$22K 0.01% 262
2014
Q1 		$39K Hold
255
– – 0.01% 287
2013
Q4 		$40K Hold
255
– – 0.01% 283
2013
Q3 		$38K Hold
255
– – 0.01% 285
2013
Q2 		$30K Buy
+255
New +$30.9K 0.01% 304

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
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stifel Trust's WHR Position: Q3 2014 in Review

Stifel Trust increased its Whirlpool (WHR) stake by 6,052% in Q3 2014, buying an estimated $3.62M and bringing the position to 24,917 shares worth $3.63M. The position accounts for 0.7% of the portfolio, ranked #61.

Stifel Trust first reported a position in WHR in Q2 2013 and has held it in 6 quarters since. 512 funds tracked by Wall St. Rank hold WHR as of Q3 2014.

  • Stifel Trust held 24,917 shares of Whirlpool worth $3.63M as of Q3 2014.
  • Stifel Trust bought 24,512 Whirlpool shares in Q3 2014, an estimated $3.62M.
  • Whirlpool made up 0.7% of Stifel Trust's portfolio in Q3 2014, its #61 holding.
  • Stifel Trust first reported a position in Whirlpool in Q2 2013 and has held it in 6 quarters since.
  • 512 funds tracked by Wall St. Rank held Whirlpool as of Q3 2014.

Based on Stifel Trust's 13F filing for Q3 2014, filed 14 Nov 2014.