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Integrated Investment Consultants’s Whirlpool WHR Stock Holding History

Integrated Investment 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
2018
Q2 		– Sell
-78
Closed -$12K – 705
2018
Q1 		$12K Buy
+78
New +$13K ﹤0.01% 603

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State Street
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GA
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Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Integrated Investment Consultants's WHR Position: Q2 2018 in Review

Integrated Investment Consultants sold out of Whirlpool (WHR) in Q2 2018, closing a stake of 78 shares — an estimated $12K sold.

Integrated Investment Consultants first reported a position in WHR in Q1 2018 and held it in 1 quarter. The position peaked at $12K in Q1 2018. 590 funds tracked by Wall St. Rank hold WHR as of Q2 2018.

  • Integrated Investment Consultants reported no remaining Whirlpool position as of Q2 2018 after selling out during the quarter.
  • Integrated Investment Consultants sold 78 Whirlpool shares in Q2 2018, an estimated $12K.
  • Integrated Investment Consultants first reported a position in Whirlpool in Q1 2018 and held it in 1 quarter.
  • Integrated Investment Consultants's Whirlpool position peaked at $12K in Q1 2018.
  • 590 funds tracked by Wall St. Rank held Whirlpool as of Q2 2018.

Based on Integrated Investment Consultants's 13F filing for Q2 2018, filed 1 Aug 2018.