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Dubuque Bank & Trust’s Whirlpool WHR Stock Holding History

Dubuque Bank & Trust’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
-203
Closed -$30K – 714
2015
Q4 		$30K Hold
203
– – 0.01% 346
2015
Q3 		$30K Buy
+203
New +$34.4K 0.01% 322
2015
Q2 		– Sell
-275
Closed -$56K – 647
2015
Q1 		$56K Hold
275
– – 0.01% 275
2014
Q4 		$53K Sell
275
-277
-50% -$47.6K 0.01% 285
2014
Q3 		$80K Hold
552
– – 0.01% 234
2014
Q2 		$77K Buy
+552
New +$81K 0.01% 264

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
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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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 $12.5B AUM 7.49% 1-Year Est. Return
IC
Institutional Capital Chicago, Illinois $6.75B AUM 3.51% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return

Dubuque Bank & Trust's WHR Position: Q1 2016 in Review

Dubuque Bank & Trust sold out of Whirlpool (WHR) in Q1 2016, closing a stake of 203 shares — an estimated $30K sold.

Dubuque Bank & Trust first reported a position in WHR in Q2 2014 and held it in 6 quarters. The position peaked at $80K in Q3 2014. 566 funds tracked by Wall St. Rank hold WHR as of Q1 2016.

  • Dubuque Bank & Trust reported no remaining Whirlpool position as of Q1 2016 after selling out during the quarter.
  • Dubuque Bank & Trust sold 203 Whirlpool shares in Q1 2016, an estimated $30K.
  • Dubuque Bank & Trust first reported a position in Whirlpool in Q2 2014 and held it in 6 quarters.
  • Dubuque Bank & Trust's Whirlpool position peaked at $80K in Q3 2014.
  • 566 funds tracked by Wall St. Rank held Whirlpool as of Q1 2016.

Based on Dubuque Bank & Trust's 13F filing for Q1 2016, filed 5 May 2016.