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Archford Capital Strategies’s Whirlpool WHR Stock Holding History

Archford Capital Strategies’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
2015
Q1 		– Sell
-63
Closed -$12K – 786
2014
Q4 		$12K Buy
+63
New +$10.8K 0.01% 332

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Archford Capital Strategies's WHR Position: Q1 2015 in Review

Archford Capital Strategies sold out of Whirlpool (WHR) in Q1 2015, closing a stake of 63 shares — an estimated $12K sold.

Archford Capital Strategies first reported a position in WHR in Q4 2014 and held it in 1 quarter. The position peaked at $12K in Q4 2014. 580 funds tracked by Wall St. Rank hold WHR as of Q1 2015.

  • Archford Capital Strategies reported no remaining Whirlpool position as of Q1 2015 after selling out during the quarter.
  • Archford Capital Strategies sold 63 Whirlpool shares in Q1 2015, an estimated $12K.
  • Archford Capital Strategies first reported a position in Whirlpool in Q4 2014 and held it in 1 quarter.
  • Archford Capital Strategies's Whirlpool position peaked at $12K in Q4 2014.
  • 580 funds tracked by Wall St. Rank held Whirlpool as of Q1 2015.

Based on Archford Capital Strategies's 13F filing for Q1 2015, filed 14 May 2015.