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BB&T Investment Services’s Whirlpool WHR Stock Holding History

BB&T Investment 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
2017
Q4 		$6K Sell
30
-98
-77% -$16.6K ﹤0.01% 1074
2017
Q3 		$23K Buy
128
+60
+88% +$10.7K ﹤0.01% 699
2017
Q2 		$13K Buy
68
+35
+106% +$6.4K ﹤0.01% 743
2017
Q1 		$6K Buy
+33
New +$5.86K ﹤0.01% 812

Other funds holding WHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $8.66B AUM 17.37% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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 $46.4B AUM 27.74% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

BB&T Investment Services's WHR Position: Q4 2017 in Review

BB&T Investment Services reduced its Whirlpool (WHR) stake by 77% in Q4 2017, selling an estimated $16.6K and leaving 30 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1074.

BB&T Investment Services first reported a position in WHR in Q1 2017 and has held it in 4 quarters since. The position peaked at $23K in Q3 2017. 639 funds tracked by Wall St. Rank hold WHR as of Q4 2017.

  • BB&T Investment Services held 30 shares of Whirlpool worth $6K as of Q4 2017.
  • BB&T Investment Services sold 98 Whirlpool shares in Q4 2017, an estimated $16.6K.
  • Whirlpool made up ﹤0.01% of BB&T Investment Services's portfolio in Q4 2017, its #1074 holding.
  • BB&T Investment Services first reported a position in Whirlpool in Q1 2017 and has held it in 4 quarters since.
  • BB&T Investment Services's Whirlpool position peaked at $23K in Q3 2017.
  • 639 funds tracked by Wall St. Rank held Whirlpool as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.