BA
WHR icon

BKS Advisors’s Whirlpool WHR Stock Holding History

BKS Advisors’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
-1,177
Closed -$217K – 223
2017
Q3 		$217K Buy
+1,177
New +$210K 0.08% 182
2017
Q2 		– Sell
-1,177
Closed -$202K – 211
2017
Q1 		$202K Sell
1,177
-1,600
-58% -$284K 0.09% 186
2016
Q4 		$505K Buy
2,777
+600
+28% +$99.3K 0.24% 109
2016
Q3 		$353K Sell
2,177
-300
-12% -$53.1K 0.16% 116
2016
Q2 		$413K Hold
2,477
– – 0.21% 103
2016
Q1 		$447K Buy
2,477
+200
+9% +$29.8K 0.23% 98
2015
Q4 		$334K Hold
2,277
– – 0.17% 98
2015
Q3 		$335K Sell
2,277
-200
-8% -$33.8K 0.19% 94
2015
Q2 		$429K Hold
2,477
– – 0.2% 87
2015
Q1 		$501K Buy
+2,477
New +$503K 0.24% 82

Other funds holding WHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $6.07B AUM 11.2% 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