Constellation Wealth Advisors’s Whirlpool WHR Stock Holding History

Constellation Wealth Advisors’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
2015 Q3	–	Sell	-2,720	Closed	-$471K	–	148
2015 Q2	$471K	Hold	2,720	–	–	0.04%	138
2015 Q1	$550K	Sell	2,720 -270	-9%	-$54.8K	0.05%	139
2014 Q4	$579K	Hold	2,990	–	–	0.05%	133
2014 Q3	$435K	Buy	2,990 +473	+19%	+$69.9K	0.04%	148
2014 Q2	$350K	Hold	2,517	–	–	0.04%	145
2014 Q1	$376K	Hold	2,517	–	–	0.04%	159
2013 Q4	$394K	Sell	2,517 -543	-18%	-$79.6K	0.04%	163
2013 Q3	$448K	Buy	3,060 +505	+20%	+$66.8K	0.05%	148
2013 Q2	$293K	Buy	+2,555	New	+$310K	0.04%	167

Other funds holding WHR

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Institutional Capital Chicago, Illinois $6.75B AUM 3.44% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

BIT

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ETC

Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return

Constellation Wealth Advisors's WHR Position: Q3 2015 in Review

Constellation Wealth Advisors sold out of Whirlpool (WHR) in Q3 2015, closing a stake of 2,720 shares — an estimated $471K sold.

Constellation Wealth Advisors first reported a position in WHR in Q2 2013 and held it in 9 quarters. The position peaked at $579K in Q4 2014. 527 funds tracked by Wall St. Rank hold WHR as of Q3 2015.

Constellation Wealth Advisors reported no remaining Whirlpool position as of Q3 2015 after selling out during the quarter.
Constellation Wealth Advisors sold 2,720 Whirlpool shares in Q3 2015, an estimated $471K.
Constellation Wealth Advisors first reported a position in Whirlpool in Q2 2013 and held it in 9 quarters.
Constellation Wealth Advisors's Whirlpool position peaked at $579K in Q4 2014.
527 funds tracked by Wall St. Rank held Whirlpool as of Q3 2015.

Based on Constellation Wealth Advisors's 13F filing for Q3 2015, filed 9 Nov 2015.