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Concert Wealth Management’s Whirlpool WHR Stock Holding History

Concert Wealth 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
2017
Q2 		– Sell
-2,134
Closed -$388K – 440
2017
Q1 		$388K Buy
+2,134
New +$379K 0.09% 304
2016
Q4 		– Sell
-1,367
Closed -$217K – 929
2016
Q3 		$217K Sell
1,367
-51
-4% -$9.03K 0.03% 615
2016
Q2 		$231K Buy
1,418
+141
+11% +$24.9K 0.03% 556
2016
Q1 		$231K Sell
1,277
-95
-7% -$14.2K 0.03% 551
2015
Q4 		$201K Sell
1,372
-74
-5% -$11.5K 0.03% 593
2015
Q3 		$211K Buy
1,446
+24
+2% +$4.06K 0.03% 597
2015
Q2 		$246K Sell
1,422
-455
-24% -$85.5K 0.03% 572
2015
Q1 		$287K Buy
+1,877
New +$381K 0.08% 307
2014
Q4 		– Sell
-2,545
Closed -$370K – 677
2014
Q3 		$370K Buy
2,545
+561
+28% +$82.9K 0.05% 339
2014
Q2 		$256K Buy
1,984
+127
+7% +$18.6K 0.03% 454
2014
Q1 		$274K Buy
+1,857
New +$269K 0.03% 430

Other funds holding WHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Concert Wealth Management's WHR Position: Q2 2017 in Review

Concert Wealth Management sold out of Whirlpool (WHR) in Q2 2017, closing a stake of 2,134 shares — an estimated $388K sold.

Concert Wealth Management first reported a position in WHR in Q1 2014 and held it in 11 quarters. The position peaked at $388K in Q1 2017. 647 funds tracked by Wall St. Rank hold WHR as of Q2 2017.

  • Concert Wealth Management reported no remaining Whirlpool position as of Q2 2017 after selling out during the quarter.
  • Concert Wealth Management sold 2,134 Whirlpool shares in Q2 2017, an estimated $388K.
  • Concert Wealth Management first reported a position in Whirlpool in Q1 2014 and held it in 11 quarters.
  • Concert Wealth Management's Whirlpool position peaked at $388K in Q1 2017.
  • 647 funds tracked by Wall St. Rank held Whirlpool as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.