Wafra Inc’s Whirlpool WHR Stock Holding History

Wafra Inc’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 Q1	–	Sell	-61,450	Closed	-$9.64M	–	78
2013 Q4	$9.64M	Hold	61,450	–	–	1.23%	38
2013 Q3	$9M	Sell	61,450 -2,150	-3%	-$284K	1.31%	38
2013 Q2	$7.27M	Buy	+63,600	New	+$7.71M	1.16%	44

Other funds holding WHR

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

ETC

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wafra Inc's WHR Position: Q1 2014 in Review

Wafra Inc sold out of Whirlpool (WHR) in Q1 2014, closing a stake of 61,450 shares — an estimated $9.64M sold.

Wafra Inc first reported a position in WHR in Q2 2013 and held it in 3 quarters. The position peaked at $9.64M in Q4 2013. 513 funds tracked by Wall St. Rank hold WHR as of Q1 2014.

Wafra Inc reported no remaining Whirlpool position as of Q1 2014 after selling out during the quarter.
Wafra Inc sold 61,450 Whirlpool shares in Q1 2014, an estimated $9.64M.
Wafra Inc first reported a position in Whirlpool in Q2 2013 and held it in 3 quarters.
Wafra Inc's Whirlpool position peaked at $9.64M in Q4 2013.
513 funds tracked by Wall St. Rank held Whirlpool as of Q1 2014.

Based on Wafra Inc's 13F filing for Q1 2014, filed 12 May 2014.