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Destination Wealth Management’s Whirlpool WHR Stock Holding History

Destination 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
2015
Q3 		– Sell
-6,346
Closed -$1.1M – 222
2015
Q2 		$1.1M Buy
+6,346
New +$1.19M 0.07% 127

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 $3.38T AUM 44.17% 1-Year Est. Return
IC
Institutional Capital Chicago, Illinois $6.75B AUM 3.51% 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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return

Destination Wealth Management's WHR Position: Q3 2015 in Review

Destination Wealth Management sold out of Whirlpool (WHR) in Q3 2015, closing a stake of 6,346 shares — an estimated $1.1M sold.

Destination Wealth Management first reported a position in WHR in Q2 2015 and held it in 1 quarter. The position peaked at $1.1M in Q2 2015. 527 funds tracked by Wall St. Rank hold WHR as of Q3 2015.

  • Destination Wealth Management reported no remaining Whirlpool position as of Q3 2015 after selling out during the quarter.
  • Destination Wealth Management sold 6,346 Whirlpool shares in Q3 2015, an estimated $1.1M.
  • Destination Wealth Management first reported a position in Whirlpool in Q2 2015 and held it in 1 quarter.
  • Destination Wealth Management's Whirlpool position peaked at $1.1M in Q2 2015.
  • 527 funds tracked by Wall St. Rank held Whirlpool as of Q3 2015.

Based on Destination Wealth Management's 13F filing for Q3 2015, filed 30 Oct 2015.