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Hirtle Callaghan & Co’s Whirlpool WHR Stock Holding History

Hirtle Callaghan & Co’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
Q4 		– Sell
-650
Closed -$96K – 176
2015
Q3 		$96K Hold
650
– – 0.02% 125
2015
Q2 		$112K Buy
+650
New +$122K 0.04% 129

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
IC
Institutional Capital Chicago, Illinois $6.75B AUM 3.51% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Hirtle Callaghan & Co's WHR Position: Q4 2015 in Review

Hirtle Callaghan & Co sold out of Whirlpool (WHR) in Q4 2015, closing a stake of 650 shares — an estimated $96K sold.

Hirtle Callaghan & Co first reported a position in WHR in Q2 2015 and held it in 2 quarters. The position peaked at $112K in Q2 2015. 526 funds tracked by Wall St. Rank hold WHR as of Q4 2015.

  • Hirtle Callaghan & Co reported no remaining Whirlpool position as of Q4 2015 after selling out during the quarter.
  • Hirtle Callaghan & Co sold 650 Whirlpool shares in Q4 2015, an estimated $96K.
  • Hirtle Callaghan & Co first reported a position in Whirlpool in Q2 2015 and held it in 2 quarters.
  • Hirtle Callaghan & Co's Whirlpool position peaked at $112K in Q2 2015.
  • 526 funds tracked by Wall St. Rank held Whirlpool as of Q4 2015.

Based on Hirtle Callaghan & Co's 13F filing for Q4 2015, filed 8 Feb 2016.