FolioMetrix’s Whirlpool WHR Stock Holding History

FolioMetrix’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 Q2	–	Sell	-2,305	Closed	-$466K	–	265
2015 Q1	$466K	Buy	+2,305	New	+$468K	0.24%	90

Other funds holding WHR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Institutional Capital Chicago, Illinois $6.75B AUM 3.51% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

BIT

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

ETC

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

FolioMetrix's WHR Position: Q2 2015 in Review

FolioMetrix sold out of Whirlpool (WHR) in Q2 2015, closing a stake of 2,305 shares — an estimated $466K sold.

FolioMetrix first reported a position in WHR in Q1 2015 and held it in 1 quarter. The position peaked at $466K in Q1 2015. 554 funds tracked by Wall St. Rank hold WHR as of Q2 2015.

FolioMetrix reported no remaining Whirlpool position as of Q2 2015 after selling out during the quarter.
FolioMetrix sold 2,305 Whirlpool shares in Q2 2015, an estimated $466K.
FolioMetrix first reported a position in Whirlpool in Q1 2015 and held it in 1 quarter.
FolioMetrix's Whirlpool position peaked at $466K in Q1 2015.
554 funds tracked by Wall St. Rank held Whirlpool as of Q2 2015.

Based on FolioMetrix's 13F filing for Q2 2015, filed 5 Aug 2015.