EWA
WHR icon

EP Wealth Advisors’s Whirlpool WHR Stock Holding History

EP Wealth 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
2016
Q4 		– Sell
-51,539
Closed -$8.36M – 154
2016
Q3 		$8.36M Buy
51,539
+1,207
+2% +$214K 1.31% 24
2016
Q2 		$8.39M Buy
+50,332
New +$8.88M 1.34% 26

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 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

EP Wealth Advisors's WHR Position: Q4 2016 in Review

EP Wealth Advisors sold out of Whirlpool (WHR) in Q4 2016, closing a stake of 51,539 shares — an estimated $8.36M sold.

EP Wealth Advisors first reported a position in WHR in Q2 2016 and held it in 2 quarters. The position peaked at $8.39M in Q2 2016. 604 funds tracked by Wall St. Rank hold WHR as of Q4 2016.

  • EP Wealth Advisors reported no remaining Whirlpool position as of Q4 2016 after selling out during the quarter.
  • EP Wealth Advisors sold 51,539 Whirlpool shares in Q4 2016, an estimated $8.36M.
  • EP Wealth Advisors first reported a position in Whirlpool in Q2 2016 and held it in 2 quarters.
  • EP Wealth Advisors's Whirlpool position peaked at $8.39M in Q2 2016.
  • 604 funds tracked by Wall St. Rank held Whirlpool as of Q4 2016.

Based on EP Wealth Advisors's 13F filing for Q4 2016, filed 15 Feb 2017.