Burt Wealth Advisors’s Whirlpool WHR Stock Holding History

Burt Wealth 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 Q2	–	Sell	-9	Closed	-$2K	–	566
2016 Q1	$2K	Buy	+9	New	+$1.34K	﹤0.01%	462

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

ETC

Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return

Burt Wealth Advisors's WHR Position: Q2 2016 in Review

Burt Wealth Advisors sold out of Whirlpool (WHR) in Q2 2016, closing a stake of 9 shares — an estimated $2K sold.

Burt Wealth Advisors first reported a position in WHR in Q1 2016 and held it in 1 quarter. The position peaked at $2K in Q1 2016. 599 funds tracked by Wall St. Rank hold WHR as of Q2 2016.

Burt Wealth Advisors reported no remaining Whirlpool position as of Q2 2016 after selling out during the quarter.
Burt Wealth Advisors sold 9 Whirlpool shares in Q2 2016, an estimated $2K.
Burt Wealth Advisors first reported a position in Whirlpool in Q1 2016 and held it in 1 quarter.
Burt Wealth Advisors's Whirlpool position peaked at $2K in Q1 2016.
599 funds tracked by Wall St. Rank held Whirlpool as of Q2 2016.

Based on Burt Wealth Advisors's 13F filing for Q2 2016, filed 22 Jul 2016.