AIM
WHR icon

Advantage Investment Management’s Whirlpool WHR Stock Holding History

Advantage Investment 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
2017
Q4 		– Sell
-116
Closed -$21K – 1087
2017
Q3 		$21K Hold
116
– – 0.01% 542
2017
Q2 		$22K Buy
116
+16
+16% +$2.93K 0.01% 544
2017
Q1 		$17K Buy
100
+93
+1,329% +$16.5K 0.01% 581
2016
Q4 		$1K Hold
7
– – ﹤0.01% 926
2016
Q3 		$1K Buy
+7
New +$1.24K ﹤0.01% 889

Other funds holding WHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Advantage Investment Management's WHR Position: Q4 2017 in Review

Advantage Investment Management sold out of Whirlpool (WHR) in Q4 2017, closing a stake of 116 shares — an estimated $21K sold.

Advantage Investment Management first reported a position in WHR in Q3 2016 and held it in 5 quarters. The position peaked at $22K in Q2 2017. 640 funds tracked by Wall St. Rank hold WHR as of Q4 2017.

  • Advantage Investment Management reported no remaining Whirlpool position as of Q4 2017 after selling out during the quarter.
  • Advantage Investment Management sold 116 Whirlpool shares in Q4 2017, an estimated $21K.
  • Advantage Investment Management first reported a position in Whirlpool in Q3 2016 and held it in 5 quarters.
  • Advantage Investment Management's Whirlpool position peaked at $22K in Q2 2017.
  • 640 funds tracked by Wall St. Rank held Whirlpool as of Q4 2017.

Based on Advantage Investment Management's 13F filing for Q4 2017, filed 12 Feb 2018.