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Columbia Partners Investment Management’s Whirlpool WHR Stock Holding History

Columbia Partners 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
2016
Q3 		– Sell
-5,815
Closed -$969K – 359
2016
Q2 		$969K Sell
5,815
-59
-1% -$10.4K 0.07% 283
2016
Q1 		$1.06M Buy
+5,874
New +$876K 0.08% 254
2014
Q4 		– Sell
-6,479
Closed -$943K – 365
2014
Q3 		$943K Sell
6,479
-361
-5% -$53.4K 0.05% 282
2014
Q2 		$952K Buy
6,840
+390
+6% +$57.2K 0.04% 301
2014
Q1 		$964K Buy
+6,450
New +$934K 0.04% 267

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 $2.9T AUM 29.55% 1-Year Est. Return
GA
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
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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of America
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

Columbia Partners Investment Management's WHR Position: Q3 2016 in Review

Columbia Partners Investment Management sold out of Whirlpool (WHR) in Q3 2016, closing a stake of 5,815 shares — an estimated $969K sold.

Columbia Partners Investment Management first reported a position in WHR in Q1 2014 and held it in 5 quarters. The position peaked at $1.06M in Q1 2016. 605 funds tracked by Wall St. Rank hold WHR as of Q3 2016.

  • Columbia Partners Investment Management reported no remaining Whirlpool position as of Q3 2016 after selling out during the quarter.
  • Columbia Partners Investment Management sold 5,815 Whirlpool shares in Q3 2016, an estimated $969K.
  • Columbia Partners Investment Management first reported a position in Whirlpool in Q1 2014 and held it in 5 quarters.
  • Columbia Partners Investment Management's Whirlpool position peaked at $1.06M in Q1 2016.
  • 605 funds tracked by Wall St. Rank held Whirlpool as of Q3 2016.

Based on Columbia Partners Investment Management's 13F filing for Q3 2016, filed 14 Nov 2016.