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Mizuho Securities USA’s Whirlpool WHR Stock Holding History

Mizuho Securities USA’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
-20,400
Closed -$3.31M – 237
2016
Q3 		$3.31M Buy
+20,400
New +$3.61M 0.28% 59
2015
Q1 		– Sell
-33,800
Closed -$6.55M – 267
2014
Q4 		$6.55M Buy
+33,800
New +$5.8M 0.64% 36

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 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 $75.4B AUM 14.46% 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 $12.5B AUM 7.49% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mizuho Securities USA's WHR Position: Q4 2016 in Review

Mizuho Securities USA sold out of Whirlpool (WHR) in Q4 2016, closing a stake of 20,400 shares — an estimated $3.31M sold.

Mizuho Securities USA first reported a position in WHR in Q4 2014 and held it in 2 quarters. The position peaked at $6.55M in Q4 2014. 604 funds tracked by Wall St. Rank hold WHR as of Q4 2016.

  • Mizuho Securities USA reported no remaining Whirlpool position as of Q4 2016 after selling out during the quarter.
  • Mizuho Securities USA sold 20,400 Whirlpool shares in Q4 2016, an estimated $3.31M.
  • Mizuho Securities USA first reported a position in Whirlpool in Q4 2014 and held it in 2 quarters.
  • Mizuho Securities USA's Whirlpool position peaked at $6.55M in Q4 2014.
  • 604 funds tracked by Wall St. Rank held Whirlpool as of Q4 2016.

Based on Mizuho Securities USA's 13F filing for Q4 2016, filed 7 Feb 2017.