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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 $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
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Newport Trust Company
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

BKS Advisors's WHR Position: Q4 2017 in Review

BKS Advisors sold out of Whirlpool (WHR) in Q4 2017, closing a stake of 1,177 shares — an estimated $217K sold.

BKS Advisors first reported a position in WHR in Q1 2015 and held it in 10 quarters. The position peaked at $505K in Q4 2016. 639 funds tracked by Wall St. Rank hold WHR as of Q4 2017.

  • BKS Advisors reported no remaining Whirlpool position as of Q4 2017 after selling out during the quarter.
  • BKS Advisors sold 1,177 Whirlpool shares in Q4 2017, an estimated $217K.
  • BKS Advisors first reported a position in Whirlpool in Q1 2015 and held it in 10 quarters.
  • BKS Advisors's Whirlpool position peaked at $505K in Q4 2016.
  • 639 funds tracked by Wall St. Rank held Whirlpool as of Q4 2017.

Based on BKS Advisors's 13F filing for Q4 2017, filed 12 Feb 2018.