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Independent Portfolio Consultants’s Whirlpool WHR Stock Holding History

Independent Portfolio Consultants’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
-2
Closed – – 909
2016
Q4 		$0 Buy
+2
New +$331 ﹤0.01% 862
2015
Q2 		– Sell
-52
Closed -$11K – 1042
2015
Q1 		$11K Sell
52
-30
-37% -$6.09K ﹤0.01% 724
2014
Q4 		$16K Buy
82
+18
+28% +$3.09K ﹤0.01% 675
2014
Q3 		$9K Buy
+64
New +$9.46K ﹤0.01% 753

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
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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Independent Portfolio Consultants's WHR Position: Q1 2017 in Review

Independent Portfolio Consultants sold out of Whirlpool (WHR) in Q1 2017, closing a stake of 2 shares.

Independent Portfolio Consultants first reported a position in WHR in Q3 2014 and held it in 4 quarters. The position peaked at $16K in Q4 2014. 634 funds tracked by Wall St. Rank hold WHR as of Q1 2017.

  • Independent Portfolio Consultants reported no remaining Whirlpool position as of Q1 2017 after selling out during the quarter.
  • Independent Portfolio Consultants sold 2 Whirlpool shares in Q1 2017.
  • Independent Portfolio Consultants first reported a position in Whirlpool in Q3 2014 and held it in 4 quarters.
  • Independent Portfolio Consultants's Whirlpool position peaked at $16K in Q4 2014.
  • 634 funds tracked by Wall St. Rank held Whirlpool as of Q1 2017.

Based on Independent Portfolio Consultants's 13F filing for Q1 2017, filed 25 Apr 2017.