Girard Securities’s Whirlpool WHR Stock Holding History

Girard Securities’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 Q4	–	Sell	-1,144	Closed	-$210K	–	118
2017 Q3	$210K	Sell	1,144 -25	-2%	-$4.47K	0.19%	119
2017 Q2	$223K	Buy	+1,169	New	+$214K	0.17%	138
2016 Q3	–	Sell	-1,222	Closed	-$203K	–	173
2016 Q2	$203K	Buy	1,222 +1	+0.1%	+$176	0.19%	146
2016 Q1	$220K	Buy	+1,221	New	+$182K	0.22%	127

Other funds holding WHR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Girard Securities's WHR Position: Q4 2017 in Review

Girard Securities sold out of Whirlpool (WHR) in Q4 2017, closing a stake of 1,144 shares — an estimated $210K sold.

Girard Securities first reported a position in WHR in Q1 2016 and held it in 4 quarters. The position peaked at $223K in Q2 2017. 639 funds tracked by Wall St. Rank hold WHR as of Q4 2017.

Girard Securities reported no remaining Whirlpool position as of Q4 2017 after selling out during the quarter.
Girard Securities sold 1,144 Whirlpool shares in Q4 2017, an estimated $210K.
Girard Securities first reported a position in Whirlpool in Q1 2016 and held it in 4 quarters.
Girard Securities's Whirlpool position peaked at $223K in Q2 2017.
639 funds tracked by Wall St. Rank held Whirlpool as of Q4 2017.

Based on Girard Securities's 13F filing for Q4 2017.