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KCM Investment Advisors’s Whirlpool WHR Stock Holding History

KCM Investment Advisors’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
Q3 		– Sell
-6,432
Closed -$941K – 527
2018
Q2 		$941K Sell
6,432
-4,063
-39% -$617K 0.06% 246
2018
Q1 		$1.61M Sell
10,495
-1,662
-14% -$278K 0.1% 193
2017
Q4 		$2.05M Sell
12,157
-255
-2% -$43.2K 0.12% 168
2017
Q3 		$2.29M Sell
12,412
-825
-6% -$148K 0.14% 160
2017
Q2 		$2.54M Sell
13,237
-414
-3% -$75.7K 0.16% 155
2017
Q1 		$2.34M Sell
13,651
-1,849
-12% -$328K 0.15% 159
2016
Q4 		$2.82M Sell
15,500
-113
-0.7% -$18.7K 0.19% 133
2016
Q3 		$2.53M Buy
15,613
+17
+0.1% +$3.01K 0.17% 140
2016
Q2 		$2.6M Sell
15,596
-286
-2% -$50.5K 0.18% 139
2016
Q1 		$2.86M Buy
15,882
+2,226
+16% +$332K 0.21% 125
2015
Q4 		$2.01M Sell
13,656
-130
-0.9% -$20.2K 0.16% 168
2015
Q3 		$2.03M Sell
13,786
-700
-5% -$118K 0.17% 167
2015
Q2 		$2.51M Sell
14,486
-737
-5% -$138K 0.2% 141
2015
Q1 		$3.08M Sell
15,223
-49
-0.3% -$9.95K 0.25% 118
2014
Q4 		$2.96M Sell
15,272
-15
-0.1% -$2.58K 0.25% 116
2014
Q3 		$2.23M Sell
15,287
-84
-0.5% -$12.4K 0.2% 140
2014
Q2 		$2.14M Sell
15,371
-335
-2% -$49.2K 0.2% 138
2014
Q1 		$2.35M Buy
15,706
+531
+3% +$76.9K 0.24% 124
2013
Q4 		$2.38M Sell
15,175
-250
-2% -$36.7K 0.26% 119
2013
Q3 		$2.26M Buy
15,425
+539
+4% +$71.3K 0.27% 114
2013
Q2 		$1.7M Buy
+14,886
New +$1.81M 0.21% 137

Other funds holding WHR

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

KCM Investment Advisors's WHR Position: Q3 2018 in Review

KCM Investment Advisors sold out of Whirlpool (WHR) in Q3 2018, closing a stake of 6,432 shares — an estimated $941K sold.

KCM Investment Advisors first reported a position in WHR in Q2 2013 and held it in 21 quarters. The position peaked at $3.08M in Q1 2015. 560 funds tracked by Wall St. Rank hold WHR as of Q3 2018.

  • KCM Investment Advisors reported no remaining Whirlpool position as of Q3 2018 after selling out during the quarter.
  • KCM Investment Advisors sold 6,432 Whirlpool shares in Q3 2018, an estimated $941K.
  • KCM Investment Advisors first reported a position in Whirlpool in Q2 2013 and held it in 21 quarters.
  • KCM Investment Advisors's Whirlpool position peaked at $3.08M in Q1 2015.
  • 560 funds tracked by Wall St. Rank held Whirlpool as of Q3 2018.

Based on KCM Investment Advisors's 13F filing for Q3 2018, filed 7 Nov 2018.