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Integrated Wealth Management (Palm Desert)’s Whirlpool WHR Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016
Q4 		– Sell
-117
Closed -$19K – 1005
2016
Q3 		$19K Buy
117
+77
+193% +$13.6K 0.01% 618
2016
Q2 		$7K Hold
40
– – ﹤0.01% 858
2016
Q1 		$7K Hold
40
– – ﹤0.01% 800
2015
Q4 		$6K Hold
40
– – ﹤0.01% 906
2015
Q3 		$6K Hold
40
– – ﹤0.01% 907
2015
Q2 		$7K Hold
40
– – ﹤0.01% 888
2015
Q1 		$8K Buy
+40
New +$8.12K ﹤0.01% 823

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 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 17.47% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s WHR Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Whirlpool (WHR) in Q4 2016, closing a stake of 117 shares — an estimated $19K sold.

Integrated Wealth Management (Palm Desert) first reported a position in WHR in Q1 2015 and held it in 7 quarters. The position peaked at $19K in Q3 2016. 605 funds tracked by Wall St. Rank hold WHR as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Whirlpool position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 117 Whirlpool shares in Q4 2016, an estimated $19K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Whirlpool in Q1 2015 and held it in 7 quarters.
  • Integrated Wealth Management (Palm Desert)'s Whirlpool position peaked at $19K in Q3 2016.
  • 605 funds tracked by Wall St. Rank held Whirlpool as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.