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McNamara Financial Services’s Whirlpool WHR Stock Holding History

McNamara Financial Services’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
Q1 		– Sell
-150
Closed -$29K – 166
2014
Q4 		$29K Buy
+150
New +$25.8K 0.03% 108

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

McNamara Financial Services's WHR Position: Q1 2015 in Review

McNamara Financial Services sold out of Whirlpool (WHR) in Q1 2015, closing a stake of 150 shares — an estimated $29K sold.

McNamara Financial Services first reported a position in WHR in Q4 2014 and held it in 1 quarter. The position peaked at $29K in Q4 2014. 580 funds tracked by Wall St. Rank hold WHR as of Q1 2015.

  • McNamara Financial Services reported no remaining Whirlpool position as of Q1 2015 after selling out during the quarter.
  • McNamara Financial Services sold 150 Whirlpool shares in Q1 2015, an estimated $29K.
  • McNamara Financial Services first reported a position in Whirlpool in Q4 2014 and held it in 1 quarter.
  • McNamara Financial Services's Whirlpool position peaked at $29K in Q4 2014.
  • 580 funds tracked by Wall St. Rank held Whirlpool as of Q1 2015.

Based on McNamara Financial Services's 13F filing for Q1 2015, filed 28 Apr 2015.