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Willow Street Advisors’s Whirlpool WHR Stock Holding History

Willow Street 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
Q4 		$1.74M Sell
11,110
-50
-0.4% -$7.33K 0.97% 38
2013
Q3 		$1.63M Buy
11,160
+3,365
+43% +$445K 1.01% 35
2013
Q2 		$1.33M Buy
+7,795
New +$945K 0.86% 39

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
OAMG
Odey Asset Management Group London, United Kingdom $381M AUM 45.36% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Willow Street Advisors's WHR Position: Q4 2013 in Review

Willow Street Advisors reduced its Whirlpool (WHR) stake by 0.45% in Q4 2013, selling an estimated $7.33K and leaving 11,110 shares worth $1.74M. The position accounts for 0.97% of the portfolio, ranked #38.

Willow Street Advisors first reported a position in WHR in Q2 2013 and has held it in 3 quarters since. 522 funds tracked by Wall St. Rank hold WHR as of Q4 2013.

  • Willow Street Advisors held 11,110 shares of Whirlpool worth $1.74M as of Q4 2013.
  • Willow Street Advisors sold 50 Whirlpool shares in Q4 2013, an estimated $7.33K.
  • Whirlpool made up 0.97% of Willow Street Advisors's portfolio in Q4 2013, its #38 holding.
  • Willow Street Advisors first reported a position in Whirlpool in Q2 2013 and has held it in 3 quarters since.
  • 522 funds tracked by Wall St. Rank held Whirlpool as of Q4 2013.

Based on Willow Street Advisors's 13F filing for Q4 2013, filed 14 Feb 2014.