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Kernodle & Katon Asset Management Group’s Whirlpool WHR Stock Holding History

Kernodle & Katon Asset Management Group’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
-7,256
Closed -$1.18M – 336
2016
Q3 		$1.18M Buy
7,256
+1,155
+19% +$205K 0.73% 44
2016
Q2 		$1.02M Buy
6,101
+2,902
+91% +$512K 0.94% 30
2016
Q1 		$577K Buy
+3,199
New +$477K 0.55% 18

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 $2.9T AUM 29.55% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kernodle & Katon Asset Management Group's WHR Position: Q4 2016 in Review

Kernodle & Katon Asset Management Group sold out of Whirlpool (WHR) in Q4 2016, closing a stake of 7,256 shares — an estimated $1.18M sold.

Kernodle & Katon Asset Management Group first reported a position in WHR in Q1 2016 and held it in 3 quarters. The position peaked at $1.18M in Q3 2016. 605 funds tracked by Wall St. Rank hold WHR as of Q4 2016.

  • Kernodle & Katon Asset Management Group reported no remaining Whirlpool position as of Q4 2016 after selling out during the quarter.
  • Kernodle & Katon Asset Management Group sold 7,256 Whirlpool shares in Q4 2016, an estimated $1.18M.
  • Kernodle & Katon Asset Management Group first reported a position in Whirlpool in Q1 2016 and held it in 3 quarters.
  • Kernodle & Katon Asset Management Group's Whirlpool position peaked at $1.18M in Q3 2016.
  • 605 funds tracked by Wall St. Rank held Whirlpool as of Q4 2016.

Based on Kernodle & Katon Asset Management Group's 13F filing for Q4 2016, filed 14 Feb 2017.