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Commonwealth Financial Services’s Whirlpool WHR Stock Holding History

Commonwealth Financial Services’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
-1,185
Closed -$197K – 253
2016
Q2 		$197K Sell
1,185
-228
-16% -$40.2K 0.23% 48
2016
Q1 		$255K Buy
+1,413
New +$211K 0.38% 28

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 $6.07B AUM 11.2% 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

Commonwealth Financial Services's WHR Position: Q3 2016 in Review

Commonwealth Financial Services sold out of Whirlpool (WHR) in Q3 2016, closing a stake of 1,185 shares — an estimated $197K sold.

Commonwealth Financial Services first reported a position in WHR in Q1 2016 and held it in 2 quarters. The position peaked at $255K in Q1 2016. 605 funds tracked by Wall St. Rank hold WHR as of Q3 2016.

  • Commonwealth Financial Services reported no remaining Whirlpool position as of Q3 2016 after selling out during the quarter.
  • Commonwealth Financial Services sold 1,185 Whirlpool shares in Q3 2016, an estimated $197K.
  • Commonwealth Financial Services first reported a position in Whirlpool in Q1 2016 and held it in 2 quarters.
  • Commonwealth Financial Services's Whirlpool position peaked at $255K in Q1 2016.
  • 605 funds tracked by Wall St. Rank held Whirlpool as of Q3 2016.

Based on Commonwealth Financial Services's 13F filing for Q3 2016, filed 28 Oct 2016.