CC
WHR icon

Curian Capital’s Whirlpool WHR Stock Holding History

Curian Capital’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
Q1 		– Sell
-16,333
Closed -$2.4M – 380
2015
Q4 		$2.4M Sell
16,333
-45,390
-74% -$7.04M 0.18% 130
2015
Q3 		$9.09M Sell
61,723
-34,146
-36% -$5.78M 0.24% 101
2015
Q2 		$16.6M Buy
95,869
+2,355
+3% +$442K 0.28% 89
2015
Q1 		$18.9M Buy
93,514
+5,754
+7% +$1.17M 0.32% 71
2014
Q4 		$17M Buy
87,760
+21,653
+33% +$3.72M 0.29% 79
2014
Q3 		$9.63M Buy
66,107
+2,784
+4% +$411K 0.17% 143
2014
Q2 		$8.82M Buy
+63,323
New +$9.29M 0.15% 162
2013
Q3 		– Sell
-9,249
Closed -$1.06M – 590
2013
Q2 		$1.06M Buy
+9,249
New +$1.12M 0.02% 356

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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
IC
Institutional Capital Chicago, Illinois $6.75B AUM 3.44% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return

Curian Capital's WHR Position: Q1 2016 in Review

Curian Capital sold out of Whirlpool (WHR) in Q1 2016, closing a stake of 16,333 shares — an estimated $2.4M sold.

Curian Capital first reported a position in WHR in Q2 2013 and held it in 8 quarters. The position peaked at $18.9M in Q1 2015. 566 funds tracked by Wall St. Rank hold WHR as of Q1 2016.

  • Curian Capital reported no remaining Whirlpool position as of Q1 2016 after selling out during the quarter.
  • Curian Capital sold 16,333 Whirlpool shares in Q1 2016, an estimated $2.4M.
  • Curian Capital first reported a position in Whirlpool in Q2 2013 and held it in 8 quarters.
  • Curian Capital's Whirlpool position peaked at $18.9M in Q1 2015.
  • 566 funds tracked by Wall St. Rank held Whirlpool as of Q1 2016.

Based on Curian Capital's 13F filing for Q1 2016.