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Aris Wealth Services’s Whirlpool WHR Stock Holding History

Aris Wealth Services’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
Q3 		– Sell
-135
Closed -$23K – 496
2015
Q2 		$23K Sell
135
-135
-50% -$25.4K 0.02% 300
2015
Q1 		$55K Buy
+270
New +$54.8K 0.05% 198

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
IC
Institutional Capital Chicago, Illinois $6.75B AUM 3.44% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 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 $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return

Aris Wealth Services's WHR Position: Q3 2015 in Review

Aris Wealth Services sold out of Whirlpool (WHR) in Q3 2015, closing a stake of 135 shares — an estimated $23K sold.

Aris Wealth Services first reported a position in WHR in Q1 2015 and held it in 2 quarters. The position peaked at $55K in Q1 2015. 527 funds tracked by Wall St. Rank hold WHR as of Q3 2015.

  • Aris Wealth Services reported no remaining Whirlpool position as of Q3 2015 after selling out during the quarter.
  • Aris Wealth Services sold 135 Whirlpool shares in Q3 2015, an estimated $23K.
  • Aris Wealth Services first reported a position in Whirlpool in Q1 2015 and held it in 2 quarters.
  • Aris Wealth Services's Whirlpool position peaked at $55K in Q1 2015.
  • 527 funds tracked by Wall St. Rank held Whirlpool as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.