AIM
WHR icon

Assured Investment Management’s Whirlpool WHR Stock Holding History

Assured 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
Q3 		– Sell
-3,730
Closed -$622K – 711
2016
Q2 		$622K Buy
+3,730
New +$658K 0.02% 370
2015
Q3 		– Sell
-798
Closed -$138K – 740
2015
Q2 		$138K Buy
+798
New +$150K ﹤0.01% 541
2014
Q4 		– Sell
-31,084
Closed -$4.53M – 281
2014
Q3 		$4.53M Sell
31,084
-26,687
-46% -$3.94M 0.12% 149
2014
Q2 		$8.04M Buy
57,771
+15,757
+38% +$2.31M 0.24% 121
2014
Q1 		$6.28M Buy
42,014
+25,799
+159% +$3.73M 0.19% 149
2013
Q4 		$2.54M Buy
+16,215
New +$2.38M 0.08% 189

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return