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Bellwether Investment Group’s Whirlpool WHR Stock Holding History

Bellwether Investment Group’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
Q2 		– Sell
-40
Closed -$7K – 616
2017
Q1 		$7K Hold
40
– – 0.02% 572
2016
Q4 		$7K Buy
+40
New +$6.62K 0.01% 735
2016
Q2 		$91K Buy
+547
New +$96.5K 0.1% 180

Other funds holding WHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Bellwether Investment Group's WHR Position: Q2 2017 in Review

Bellwether Investment Group sold out of Whirlpool (WHR) in Q2 2017, closing a stake of 40 shares — an estimated $7K sold.

Bellwether Investment Group first reported a position in WHR in Q2 2016 and held it in 3 quarters. The position peaked at $91K in Q2 2016. 647 funds tracked by Wall St. Rank hold WHR as of Q2 2017.

  • Bellwether Investment Group reported no remaining Whirlpool position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 40 Whirlpool shares in Q2 2017, an estimated $7K.
  • Bellwether Investment Group first reported a position in Whirlpool in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's Whirlpool position peaked at $91K in Q2 2016.
  • 647 funds tracked by Wall St. Rank held Whirlpool as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.