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Boston Advisors’s Whirlpool WHR Stock Holding History

Boston 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
2016
Q4 		– Sell
-65,605
Closed -$10.6M – 678
2016
Q3 		$10.6M Buy
+65,605
New +$11.6M 0.26% 118
2015
Q2 		– Sell
-1,025
Closed -$207K – 690
2015
Q1 		$207K Sell
1,025
-100
-9% -$20.3K 0.01% 634
2014
Q4 		$218K Buy
+1,125
New +$193K 0.01% 551

Other funds holding WHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Boston Advisors's WHR Position: Q4 2016 in Review

Boston Advisors sold out of Whirlpool (WHR) in Q4 2016, closing a stake of 65,605 shares — an estimated $10.6M sold.

Boston Advisors first reported a position in WHR in Q4 2014 and held it in 3 quarters. The position peaked at $10.6M in Q3 2016. 604 funds tracked by Wall St. Rank hold WHR as of Q4 2016.

  • Boston Advisors reported no remaining Whirlpool position as of Q4 2016 after selling out during the quarter.
  • Boston Advisors sold 65,605 Whirlpool shares in Q4 2016, an estimated $10.6M.
  • Boston Advisors first reported a position in Whirlpool in Q4 2014 and held it in 3 quarters.
  • Boston Advisors's Whirlpool position peaked at $10.6M in Q3 2016.
  • 604 funds tracked by Wall St. Rank held Whirlpool as of Q4 2016.

Based on Boston Advisors's 13F filing for Q4 2016, filed 25 Jan 2017.