Fusion Family Wealth’s Whirlpool WHR Stock Holding History

Fusion Family Wealth’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
2017 Q1	–	Sell	-26	Closed	-$4K	–	408
2016 Q4	$4K	Buy	+26	New	+$4.3K	﹤0.01%	326

Other funds holding WHR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Fusion Family Wealth's WHR Position: Q1 2017 in Review

Fusion Family Wealth sold out of Whirlpool (WHR) in Q1 2017, closing a stake of 26 shares — an estimated $4K sold.

Fusion Family Wealth first reported a position in WHR in Q4 2016 and held it in 1 quarter. The position peaked at $4K in Q4 2016. 635 funds tracked by Wall St. Rank hold WHR as of Q1 2017.

Fusion Family Wealth reported no remaining Whirlpool position as of Q1 2017 after selling out during the quarter.
Fusion Family Wealth sold 26 Whirlpool shares in Q1 2017, an estimated $4K.
Fusion Family Wealth first reported a position in Whirlpool in Q4 2016 and held it in 1 quarter.
Fusion Family Wealth's Whirlpool position peaked at $4K in Q4 2016.
635 funds tracked by Wall St. Rank held Whirlpool as of Q1 2017.

Based on Fusion Family Wealth's 13F filing for Q1 2017, filed 8 May 2017.