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Bray Capital Advisors’s Whirlpool WHR Stock Holding History

Bray Capital 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
2015
Q4 		– Sell
-365
Closed -$54K – 314
2015
Q3 		$54K Sell
365
-91
-20% -$15.4K 0.03% 208
2015
Q2 		$79K Sell
456
-600
-57% -$113K 0.05% 188
2015
Q1 		$213K Sell
1,056
-624
-37% -$127K 0.13% 133
2014
Q4 		$325K Buy
+1,680
New +$289K 0.21% 113

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 $3.38T AUM 44.17% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
IC
Institutional Capital Chicago, Illinois $6.75B AUM 3.51% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bray Capital Advisors's WHR Position: Q4 2015 in Review

Bray Capital Advisors sold out of Whirlpool (WHR) in Q4 2015, closing a stake of 365 shares — an estimated $54K sold.

Bray Capital Advisors first reported a position in WHR in Q4 2014 and held it in 4 quarters. The position peaked at $325K in Q4 2014. 526 funds tracked by Wall St. Rank hold WHR as of Q4 2015.

  • Bray Capital Advisors reported no remaining Whirlpool position as of Q4 2015 after selling out during the quarter.
  • Bray Capital Advisors sold 365 Whirlpool shares in Q4 2015, an estimated $54K.
  • Bray Capital Advisors first reported a position in Whirlpool in Q4 2014 and held it in 4 quarters.
  • Bray Capital Advisors's Whirlpool position peaked at $325K in Q4 2014.
  • 526 funds tracked by Wall St. Rank held Whirlpool as of Q4 2015.

Based on Bray Capital Advisors's 13F filing for Q4 2015, filed 1 Feb 2016.