CIBC Bank USA’s Whirlpool WHR Stock Holding History

CIBC Bank USA’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 Q3	–	Sell	-1,234	Closed	-$205K	–	270
2016 Q2	$205K	Buy	+1,234	New	+$218K	0.03%	238
2015 Q3	–	Sell	-1,163	Closed	-$201K	–	274
2015 Q2	$201K	Buy	1,163 +115	+11%	+$21.6K	0.03%	255
2015 Q1	$212K	Sell	1,048 -207	-16%	-$42K	0.04%	245
2014 Q4	$244K	Buy	+1,255	New	+$216K	0.04%	255

Other funds holding WHR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

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

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

CIBC Bank USA's WHR Position: Q3 2016 in Review

CIBC Bank USA sold out of Whirlpool (WHR) in Q3 2016, closing a stake of 1,234 shares — an estimated $205K sold.

CIBC Bank USA first reported a position in WHR in Q4 2014 and held it in 4 quarters. The position peaked at $244K in Q4 2014. 606 funds tracked by Wall St. Rank hold WHR as of Q3 2016.

CIBC Bank USA reported no remaining Whirlpool position as of Q3 2016 after selling out during the quarter.
CIBC Bank USA sold 1,234 Whirlpool shares in Q3 2016, an estimated $205K.
CIBC Bank USA first reported a position in Whirlpool in Q4 2014 and held it in 4 quarters.
CIBC Bank USA's Whirlpool position peaked at $244K in Q4 2014.
606 funds tracked by Wall St. Rank held Whirlpool as of Q3 2016.

Based on CIBC Bank USA's 13F filing for Q3 2016, filed 13 Oct 2016.