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Jacobus Wealth Management’s Whirlpool WHR Stock Holding History

Jacobus Wealth Management’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
2015
Q4 		– Sell
-710
Closed -$105K – 289
2015
Q3 		$105K Hold
710
– – 0.03% 279
2015
Q2 		$123K Hold
710
– – 0.03% 280
2015
Q1 		$143K Hold
710
– – 0.04% 250
2014
Q4 		$138K Buy
+710
New +$122K 0.04% 250

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 $3.38T AUM 44.17% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
IC
Institutional Capital Chicago, Illinois $6.75B AUM 3.51% 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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jacobus Wealth Management's WHR Position: Q4 2015 in Review

Jacobus Wealth Management sold out of Whirlpool (WHR) in Q4 2015, closing a stake of 710 shares — an estimated $105K sold.

Jacobus Wealth Management first reported a position in WHR in Q4 2014 and held it in 4 quarters. The position peaked at $143K in Q1 2015. 526 funds tracked by Wall St. Rank hold WHR as of Q4 2015.

  • Jacobus Wealth Management reported no remaining Whirlpool position as of Q4 2015 after selling out during the quarter.
  • Jacobus Wealth Management sold 710 Whirlpool shares in Q4 2015, an estimated $105K.
  • Jacobus Wealth Management first reported a position in Whirlpool in Q4 2014 and held it in 4 quarters.
  • Jacobus Wealth Management's Whirlpool position peaked at $143K in Q1 2015.
  • 526 funds tracked by Wall St. Rank held Whirlpool as of Q4 2015.

Based on Jacobus Wealth Management's 13F filing for Q4 2015, filed 8 Feb 2016.