Lenox Wealth Advisors’s Whirlpool WHR Stock Holding History

Lenox Wealth 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
2015 Q4	–	Sell	-11	Closed	-$2K	–	565
2015 Q3	$2K	Buy	+11	New	+$1.86K	﹤0.01%	359

Other funds holding WHR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Institutional Capital Chicago, Illinois $6.75B AUM 3.51% 1-Year Est. Return

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

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

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Lenox Wealth Advisors's WHR Position: Q4 2015 in Review

Lenox Wealth Advisors sold out of Whirlpool (WHR) in Q4 2015, closing a stake of 11 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in WHR in Q3 2015 and held it in 1 quarter. The position peaked at $2K in Q3 2015. 526 funds tracked by Wall St. Rank hold WHR as of Q4 2015.

Lenox Wealth Advisors reported no remaining Whirlpool position as of Q4 2015 after selling out during the quarter.
Lenox Wealth Advisors sold 11 Whirlpool shares in Q4 2015, an estimated $2K.
Lenox Wealth Advisors first reported a position in Whirlpool in Q3 2015 and held it in 1 quarter.
Lenox Wealth Advisors's Whirlpool position peaked at $2K in Q3 2015.
526 funds tracked by Wall St. Rank held Whirlpool as of Q4 2015.

Based on Lenox Wealth Advisors's 13F filing for Q4 2015, filed 8 Jan 2016.