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Edmond de Rothschild (Europe)’s Whirlpool WHR Stock Holding History

Edmond de Rothschild (Europe)’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
Q3 		$471K Sell
2,905
-188
-6% -$33.3K 0.19% 71
2016
Q2 		$515K Buy
+3,093
New +$546K 0.26% 65

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 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
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
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return

Edmond de Rothschild (Europe)'s WHR Position: Q3 2016 in Review

Edmond de Rothschild (Europe) reduced its Whirlpool (WHR) stake by 6.1% in Q3 2016, selling an estimated $33.3K and leaving 2,905 shares worth $471K. The position accounts for 0.19% of the portfolio, ranked #71.

Edmond de Rothschild (Europe) first reported a position in WHR in Q2 2016 and has held it in 2 quarters since. The position peaked at $515K in Q2 2016. 605 funds tracked by Wall St. Rank hold WHR as of Q3 2016.

  • Edmond de Rothschild (Europe) held 2,905 shares of Whirlpool worth $471K as of Q3 2016.
  • Edmond de Rothschild (Europe) sold 188 Whirlpool shares in Q3 2016, an estimated $33.3K.
  • Whirlpool made up 0.19% of Edmond de Rothschild (Europe)'s portfolio in Q3 2016, its #71 holding.
  • Edmond de Rothschild (Europe) first reported a position in Whirlpool in Q2 2016 and has held it in 2 quarters since.
  • Edmond de Rothschild (Europe)'s Whirlpool position peaked at $515K in Q2 2016.
  • 605 funds tracked by Wall St. Rank held Whirlpool as of Q3 2016.

Based on Edmond de Rothschild (Europe)'s 13F filing for Q3 2016, filed 14 Nov 2016.