Stux Capital Management’s Whirlpool WHR Stock Holding History

Stux 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
2014 Q2	–	Sell	-3,000	Closed	-$448K	–	522
2014 Q1	$448K	Buy	+3,000	New	+$434K	0.06%	303
2013 Q4	–	Sell	-16,300	Closed	-$2.39M	–	453
2013 Q3	$2.39M	Buy	16,300 +12,800	+366%	+$1.69M	0.32%	98
2013 Q2	$400K	Buy	+3,500	New	+$424K	0.05%	292

Other funds holding WHR

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ETC

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Stux Capital Management's WHR Position: Q2 2014 in Review

Stux Capital Management sold out of Whirlpool (WHR) in Q2 2014, closing a stake of 3,000 shares — an estimated $448K sold.

Stux Capital Management first reported a position in WHR in Q2 2013 and held it in 3 quarters. The position peaked at $2.39M in Q3 2013. 516 funds tracked by Wall St. Rank hold WHR as of Q2 2014.

Stux Capital Management reported no remaining Whirlpool position as of Q2 2014 after selling out during the quarter.
Stux Capital Management sold 3,000 Whirlpool shares in Q2 2014, an estimated $448K.
Stux Capital Management first reported a position in Whirlpool in Q2 2013 and held it in 3 quarters.
Stux Capital Management's Whirlpool position peaked at $2.39M in Q3 2013.
516 funds tracked by Wall St. Rank held Whirlpool as of Q2 2014.

Based on Stux Capital Management's 13F filing for Q2 2014, filed 14 Jul 2014.