British Steel Pension Fund’s Whirlpool WHR Stock Holding History

British Steel Pension Fund’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
2018 Q2	–	Sell	-7,222	Closed	-$1.22M	–	198
2018 Q1	$1.22M	Hold	7,222	–	–	0.14%	152
2017 Q4	$1.22M	Hold	7,222	–	–	0.14%	152
2017 Q3	$1.33M	Buy	7,222 +2,577	+55%	+$461K	0.16%	130
2017 Q2	$890K	Hold	4,645	–	–	0.1%	174
2017 Q1	$796K	Sell	4,645 -377	-8%	-$67K	0.09%	179
2016 Q4	$913K	Hold	5,022	–	–	0.12%	173
2016 Q3	$814K	Hold	5,022	–	–	0.1%	178
2016 Q2	$837K	Sell	5,022 -3,803	-43%	-$671K	0.12%	155
2016 Q1	$1.59M	Sell	8,825 -589	-6%	-$87.8K	0.16%	159
2015 Q4	$1.38M	Buy	+9,414	New	+$1.46M	0.14%	171

Other funds holding WHR

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

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

British Steel Pension Fund's WHR Position: Q2 2018 in Review

British Steel Pension Fund sold out of Whirlpool (WHR) in Q2 2018, closing a stake of 7,222 shares — an estimated $1.22M sold.

British Steel Pension Fund first reported a position in WHR in Q4 2015 and held it in 10 quarters. The position peaked at $1.59M in Q1 2016. 592 funds tracked by Wall St. Rank hold WHR as of Q2 2018.

British Steel Pension Fund reported no remaining Whirlpool position as of Q2 2018 after selling out during the quarter.
British Steel Pension Fund sold 7,222 Whirlpool shares in Q2 2018, an estimated $1.22M.
British Steel Pension Fund first reported a position in Whirlpool in Q4 2015 and held it in 10 quarters.
British Steel Pension Fund's Whirlpool position peaked at $1.59M in Q1 2016.
592 funds tracked by Wall St. Rank held Whirlpool as of Q2 2018.

Based on British Steel Pension Fund's 13F filing for Q2 2018, filed 15 Aug 2018.