Braver Wealth Management’s Whirlpool WHR Stock Holding History

Braver Wealth Management’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	$4.45M	Buy	24,477 +91	+0.4%	+$15.1K	0.72%	42
2016 Q3	$3.95M	Buy	24,386 +6,282	+35%	+$1.11M	0.66%	47
2016 Q2	$3.02M	Sell	18,104 -12,482	-41%	-$2.2M	0.51%	52
2016 Q1	$5.52M	Buy	30,586 +2,619	+9%	+$390K	0.91%	30
2015 Q4	$4.11M	Buy	27,967 +1,375	+5%	+$213K	0.85%	30
2015 Q3	$3.92M	Buy	26,592 +14,508	+120%	+$2.45M	0.97%	28
2015 Q2	$2.09M	Sell	12,084 -228	-2%	-$42.8K	0.51%	44
2015 Q1	$2.49M	Buy	+12,312	New	+$2.5M	0.51%	36
2014 Q4	–	Sell	-9,109	Closed	-$1.33M	–	94
2014 Q3	$1.33M	Sell	9,109 -36	-0.4%	-$5.32K	0.4%	46
2014 Q2	$1.27M	Buy	9,145 +90	+1%	+$13.2K	0.33%	52
2014 Q1	$1.35M	Buy	+9,055	New	+$1.31M	0.39%	44

Other funds holding WHR

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Braver Wealth Management's WHR Position: Q4 2016 in Review

Braver Wealth Management increased its Whirlpool (WHR) stake by 0.37% in Q4 2016, buying an estimated $15.1K and bringing the position to 24,477 shares worth $4.45M. The position accounts for 0.72% of the portfolio, ranked #42.

Braver Wealth Management first reported a position in WHR in Q1 2014 and has held it in 11 quarters since. The position peaked at $5.52M in Q1 2016. 605 funds tracked by Wall St. Rank hold WHR as of Q4 2016.

Braver Wealth Management held 24,477 shares of Whirlpool worth $4.45M as of Q4 2016.
Braver Wealth Management bought 91 Whirlpool shares in Q4 2016, an estimated $15.1K.
Whirlpool made up 0.72% of Braver Wealth Management's portfolio in Q4 2016, its #42 holding.
Braver Wealth Management first reported a position in Whirlpool in Q1 2014 and has held it in 11 quarters since.
Braver Wealth Management's Whirlpool position peaked at $5.52M in Q1 2016.
605 funds tracked by Wall St. Rank held Whirlpool as of Q4 2016.

Based on Braver Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.