Dana Investment Advisors’s Whirlpool WHR Stock Holding History

Dana Investment 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	-1,442	Closed	-$250K	–	286
2015 Q2	$250K	Sell	1,442 -177,527	-99%	-$33.3M	0.01%	253
2015 Q1	$36.2M	Buy	178,969 +6,433	+4%	+$1.31M	1.76%	10
2014 Q4	$33.4M	Sell	172,536 -12,102	-7%	-$2.08M	1.35%	25
2014 Q3	$26.9M	Buy	184,638 +8,961	+5%	+$1.32M	1.56%	15
2014 Q2	$24.5M	Buy	175,677 +2,945	+2%	+$432K	1.43%	23
2014 Q1	$25.8M	Sell	172,732 -6,642	-4%	-$961K	1.62%	12
2013 Q4	$28.1M	Buy	179,374 +6,161	+4%	+$903K	1.81%	4
2013 Q3	$25.4M	Buy	173,213 +80,652	+87%	+$10.7M	1.82%	4
2013 Q2	$10.6M	Buy	+92,561	New	+$11.2M	0.8%	51

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 $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

Diamond Hill Capital Management

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

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

LSV Asset Management

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

Fidelity Investments

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

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