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Brick & Kyle Associates’s Whirlpool WHR Stock Holding History

Brick & Kyle Associates’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
Q2 		– Sell
-13
Closed -$2K – 360
2017
Q1 		$2K Hold
13
– – ﹤0.01% 404
2016
Q4 		$2K Hold
13
– – ﹤0.01% 416
2016
Q3 		$2K Buy
+13
New +$2.3K ﹤0.01% 417

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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Brick & Kyle Associates's WHR Position: Q2 2017 in Review

Brick & Kyle Associates sold out of Whirlpool (WHR) in Q2 2017, closing a stake of 13 shares — an estimated $2K sold.

Brick & Kyle Associates first reported a position in WHR in Q3 2016 and held it in 3 quarters. The position peaked at $2K in Q1 2017. 647 funds tracked by Wall St. Rank hold WHR as of Q2 2017.

  • Brick & Kyle Associates reported no remaining Whirlpool position as of Q2 2017 after selling out during the quarter.
  • Brick & Kyle Associates sold 13 Whirlpool shares in Q2 2017, an estimated $2K.
  • Brick & Kyle Associates first reported a position in Whirlpool in Q3 2016 and held it in 3 quarters.
  • Brick & Kyle Associates's Whirlpool position peaked at $2K in Q1 2017.
  • 647 funds tracked by Wall St. Rank held Whirlpool as of Q2 2017.

Based on Brick & Kyle Associates's 13F filing for Q2 2017, filed 14 Aug 2017.