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IFC Holdings’s Whirlpool WHR Stock Holding History

IFC Holdings’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
2018
Q1 		– Sell
-5,441
Closed -$919K – 439
2017
Q4 		$919K Buy
5,441
+1,482
+37% +$251K 0.06% 213
2017
Q3 		$731K Buy
3,959
+825
+26% +$148K 0.05% 242
2017
Q2 		$600K Buy
3,134
+107
+4% +$19.6K 0.05% 262
2017
Q1 		$517K Buy
+3,027
New +$538K 0.05% 255
2015
Q3 		– Sell
-2,007
Closed -$357K – 405
2015
Q2 		$357K Sell
2,007
-3,851
-66% -$723K 0.05% 250
2015
Q1 		$1.17M Buy
5,858
+1,938
+49% +$394K 0.18% 117
2014
Q4 		$753K Buy
+3,920
New +$673K 0.12% 151

Other funds holding WHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

IFC Holdings's WHR Position: Q1 2018 in Review

IFC Holdings sold out of Whirlpool (WHR) in Q1 2018, closing a stake of 5,441 shares — an estimated $919K sold.

IFC Holdings first reported a position in WHR in Q4 2014 and held it in 7 quarters. The position peaked at $1.17M in Q1 2015. 623 funds tracked by Wall St. Rank hold WHR as of Q1 2018.

  • IFC Holdings reported no remaining Whirlpool position as of Q1 2018 after selling out during the quarter.
  • IFC Holdings sold 5,441 Whirlpool shares in Q1 2018, an estimated $919K.
  • IFC Holdings first reported a position in Whirlpool in Q4 2014 and held it in 7 quarters.
  • IFC Holdings's Whirlpool position peaked at $1.17M in Q1 2015.
  • 623 funds tracked by Wall St. Rank held Whirlpool as of Q1 2018.

Based on IFC Holdings's 13F filing for Q1 2018.