Chesley Taft & Associates’s Whirlpool WHR Stock Holding History

Chesley Taft & 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
2018 Q1	–	Sell	-3,475	Closed	-$586K	–	288
2017 Q4	$586K	Sell	3,475 -1,425	-29%	-$241K	0.05%	212
2017 Q3	$904K	Hold	4,900	–	–	0.08%	177
2017 Q2	$939K	Hold	4,900	–	–	0.08%	175
2017 Q1	$840K	Hold	4,900	–	–	0.08%	186
2016 Q4	$891K	Hold	4,900	–	–	0.09%	177
2016 Q3	$795K	Hold	4,900	–	–	0.08%	166
2016 Q2	$817K	Sell	4,900 -50	-1%	-$8.82K	0.08%	165
2016 Q1	$893K	Sell	4,950 -1,035	-17%	-$154K	0.09%	153
2015 Q4	$879K	Buy	5,985 +5	+0.1%	+$776	0.09%	154
2015 Q3	$881K	Buy	+5,980	New	+$1.01M	0.1%	139

Other funds holding WHR

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Chesley Taft & Associates's WHR Position: Q1 2018 in Review

Chesley Taft & Associates sold out of Whirlpool (WHR) in Q1 2018, closing a stake of 3,475 shares — an estimated $586K sold.

Chesley Taft & Associates first reported a position in WHR in Q3 2015 and held it in 10 quarters. The position peaked at $939K in Q2 2017. 623 funds tracked by Wall St. Rank hold WHR as of Q1 2018.

Chesley Taft & Associates reported no remaining Whirlpool position as of Q1 2018 after selling out during the quarter.
Chesley Taft & Associates sold 3,475 Whirlpool shares in Q1 2018, an estimated $586K.
Chesley Taft & Associates first reported a position in Whirlpool in Q3 2015 and held it in 10 quarters.
Chesley Taft & Associates's Whirlpool position peaked at $939K in Q2 2017.
623 funds tracked by Wall St. Rank held Whirlpool as of Q1 2018.

Based on Chesley Taft & Associates's 13F filing for Q1 2018, filed 11 Apr 2018.