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Guardian Investor Services’s Whirlpool WHR Stock Holding History

Guardian Investor Services’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
Q1 		$109K Hold
539
– – 0.09% 276
2014
Q4 		$104K Sell
539
-13
-2% -$2.23K 0.08% 286
2014
Q3 		$80K Sell
552
-37
-6% -$5.47K 0.06% 335
2014
Q2 		$82K Sell
589
-31
-5% -$4.55K 0.06% 347
2014
Q1 		$93K Sell
620
-15
-2% -$2.17K 0.07% 322
2013
Q4 		$100K Hold
635
– – 0.08% 311
2013
Q3 		$93K Sell
635
-17
-3% -$2.25K 0.08% 310
2013
Q2 		$75K Buy
+652
New +$79.1K 0.06% 345

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 $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 16.07% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guardian Investor Services's WHR Position: Q1 2015 in Review

Guardian Investor Services held its Whirlpool (WHR) position steady in Q1 2015 at 539 shares worth $109K. The position accounts for 0.09% of the portfolio, ranked #276.

Guardian Investor Services first reported a position in WHR in Q2 2013 and has held it in 8 quarters since. 580 funds tracked by Wall St. Rank hold WHR as of Q1 2015.

  • Guardian Investor Services held 539 shares of Whirlpool worth $109K as of Q1 2015.
  • Guardian Investor Services left its Whirlpool share count unchanged in Q1 2015.
  • Whirlpool made up 0.09% of Guardian Investor Services's portfolio in Q1 2015, its #276 holding.
  • Guardian Investor Services first reported a position in Whirlpool in Q2 2013 and has held it in 8 quarters since.
  • 580 funds tracked by Wall St. Rank held Whirlpool as of Q1 2015.

Based on Guardian Investor Services's 13F filing for Q1 2015, filed 5 May 2015.