Beach Investment Counsel’s Whirlpool WHR Stock Holding History

Beach Investment Counsel’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	–	Sell	-1,900	Closed	-$350K	–	165
2017 Q3	$350K	Buy	+1,900	New	+$340K	0.04%	132

Other funds holding WHR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Beach Investment Counsel's WHR Position: Q4 2017 in Review

Beach Investment Counsel sold out of Whirlpool (WHR) in Q4 2017, closing a stake of 1,900 shares — an estimated $350K sold.

Beach Investment Counsel first reported a position in WHR in Q3 2017 and held it in 1 quarter. The position peaked at $350K in Q3 2017. 640 funds tracked by Wall St. Rank hold WHR as of Q4 2017.

Beach Investment Counsel reported no remaining Whirlpool position as of Q4 2017 after selling out during the quarter.
Beach Investment Counsel sold 1,900 Whirlpool shares in Q4 2017, an estimated $350K.
Beach Investment Counsel first reported a position in Whirlpool in Q3 2017 and held it in 1 quarter.
Beach Investment Counsel's Whirlpool position peaked at $350K in Q3 2017.
640 funds tracked by Wall St. Rank held Whirlpool as of Q4 2017.

Based on Beach Investment Counsel's 13F filing for Q4 2017, filed 29 Jan 2018.