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Arcadia Investment Management’s Whirlpool WHR Stock Holding History

Arcadia 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
2016
Q4 		– Sell
-30
Closed -$5K – 343
2016
Q3 		$5K Hold
30
– – ﹤0.01% 312
2016
Q2 		$5K Buy
+30
New +$5.29K ﹤0.01% 431

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 $3.38T AUM 44.17% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arcadia Investment Management's WHR Position: Q4 2016 in Review

Arcadia Investment Management sold out of Whirlpool (WHR) in Q4 2016, closing a stake of 30 shares — an estimated $5K sold.

Arcadia Investment Management first reported a position in WHR in Q2 2016 and held it in 2 quarters. The position peaked at $5K in Q3 2016. 604 funds tracked by Wall St. Rank hold WHR as of Q4 2016.

  • Arcadia Investment Management reported no remaining Whirlpool position as of Q4 2016 after selling out during the quarter.
  • Arcadia Investment Management sold 30 Whirlpool shares in Q4 2016, an estimated $5K.
  • Arcadia Investment Management first reported a position in Whirlpool in Q2 2016 and held it in 2 quarters.
  • Arcadia Investment Management's Whirlpool position peaked at $5K in Q3 2016.
  • 604 funds tracked by Wall St. Rank held Whirlpool as of Q4 2016.

Based on Arcadia Investment Management's 13F filing for Q4 2016, filed 2 Feb 2017.