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Credential Securities’s Whirlpool WHR Stock Holding History

Credential Securities’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
Q4 		– Sell
-717
Closed -$116K – 282
2016
Q3 		$116K Sell
717
-50
-7% -$8.86K 0.05% 177
2016
Q2 		$128K Buy
767
+95
+14% +$16.8K 0.07% 174
2016
Q1 		$121K Hold
672
– – 0.07% 177
2015
Q4 		$98.7K Buy
+672
New +$104K 0.06% 171

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 $3.37T AUM 44.26% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Credential Securities's WHR Position: Q4 2016 in Review

Credential Securities sold out of Whirlpool (WHR) in Q4 2016, closing a stake of 717 shares — an estimated $116K sold.

Credential Securities first reported a position in WHR in Q4 2015 and held it in 4 quarters. The position peaked at $128K in Q2 2016. 604 funds tracked by Wall St. Rank hold WHR as of Q4 2016.

  • Credential Securities reported no remaining Whirlpool position as of Q4 2016 after selling out during the quarter.
  • Credential Securities sold 717 Whirlpool shares in Q4 2016, an estimated $116K.
  • Credential Securities first reported a position in Whirlpool in Q4 2015 and held it in 4 quarters.
  • Credential Securities's Whirlpool position peaked at $128K in Q2 2016.
  • 604 funds tracked by Wall St. Rank held Whirlpool as of Q4 2016.

Based on Credential Securities's 13F filing for Q4 2016, filed 21 Jul 2025.