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Cavalier Investments’s Whirlpool WHR Stock Holding History

Cavalier Investments’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
-1,591
Closed -$287K – 138
2016
Q1 		$287K Sell
1,591
-333
-17% -$49.6K 0.16% 81
2015
Q4 		$283K Buy
+1,924
New +$298K 0.17% 88

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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return

Cavalier Investments's WHR Position: Q2 2016 in Review

Cavalier Investments sold out of Whirlpool (WHR) in Q2 2016, closing a stake of 1,591 shares — an estimated $287K sold.

Cavalier Investments first reported a position in WHR in Q4 2015 and held it in 2 quarters. The position peaked at $287K in Q1 2016. 599 funds tracked by Wall St. Rank hold WHR as of Q2 2016.

  • Cavalier Investments reported no remaining Whirlpool position as of Q2 2016 after selling out during the quarter.
  • Cavalier Investments sold 1,591 Whirlpool shares in Q2 2016, an estimated $287K.
  • Cavalier Investments first reported a position in Whirlpool in Q4 2015 and held it in 2 quarters.
  • Cavalier Investments's Whirlpool position peaked at $287K in Q1 2016.
  • 599 funds tracked by Wall St. Rank held Whirlpool as of Q2 2016.

Based on Cavalier Investments's 13F filing for Q2 2016, filed 15 Aug 2016.