Intellectus Partners’s Whirlpool WHR Stock Holding History

Intellectus Partners’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 Q2	–	Sell	-23	Closed	-$4K	–	793
2017 Q1	$4K	Hold	23	–	–	﹤0.01%	621
2016 Q4	$4K	Buy	+23	New	+$3.81K	﹤0.01%	623

Other funds holding WHR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Intellectus Partners's WHR Position: Q2 2017 in Review

Intellectus Partners sold out of Whirlpool (WHR) in Q2 2017, closing a stake of 23 shares — an estimated $4K sold.

Intellectus Partners first reported a position in WHR in Q4 2016 and held it in 2 quarters. The position peaked at $4K in Q1 2017. 647 funds tracked by Wall St. Rank hold WHR as of Q2 2017.

Intellectus Partners reported no remaining Whirlpool position as of Q2 2017 after selling out during the quarter.
Intellectus Partners sold 23 Whirlpool shares in Q2 2017, an estimated $4K.
Intellectus Partners first reported a position in Whirlpool in Q4 2016 and held it in 2 quarters.
Intellectus Partners's Whirlpool position peaked at $4K in Q1 2017.
647 funds tracked by Wall St. Rank held Whirlpool as of Q2 2017.

Based on Intellectus Partners's 13F filing for Q2 2017, filed 15 Aug 2017.