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Calvert Investment Management’s Whirlpool WHR Stock Holding History

Calvert Investment 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
2017
Q1 		– Sell
-4,778
Closed -$868K – 614
2016
Q4 		$868K Sell
4,778
-60
-1% -$9.93K 0.03% 408
2016
Q3 		$785K Buy
4,838
+205
+4% +$36.3K 0.03% 434
2016
Q2 		$772K Sell
4,633
-292
-6% -$51.5K 0.03% 408
2016
Q1 		$888K Buy
4,925
+564
+13% +$84.1K 0.04% 340
2015
Q4 		$641K Buy
4,361
+1,100
+34% +$171K 0.03% 396
2015
Q3 		$480K Buy
3,261
+166
+5% +$28.1K 0.02% 365
2015
Q2 		$536K Sell
3,095
-390
-11% -$73.3K 0.02% 352
2015
Q1 		$704K Buy
3,485
+330
+10% +$67K 0.05% 274
2014
Q4 		$611K Buy
3,155
+293
+10% +$50.3K 0.04% 290
2014
Q3 		$417K Buy
+2,862
New +$423K 0.03% 365

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Calvert Investment Management's WHR Position: Q1 2017 in Review

Calvert Investment Management sold out of Whirlpool (WHR) in Q1 2017, closing a stake of 4,778 shares — an estimated $868K sold.

Calvert Investment Management first reported a position in WHR in Q3 2014 and held it in 10 quarters. The position peaked at $888K in Q1 2016. 634 funds tracked by Wall St. Rank hold WHR as of Q1 2017.

  • Calvert Investment Management reported no remaining Whirlpool position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 4,778 Whirlpool shares in Q1 2017, an estimated $868K.
  • Calvert Investment Management first reported a position in Whirlpool in Q3 2014 and held it in 10 quarters.
  • Calvert Investment Management's Whirlpool position peaked at $888K in Q1 2016.
  • 634 funds tracked by Wall St. Rank held Whirlpool as of Q1 2017.

Based on Calvert Investment Management's 13F filing for Q1 2017.