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Morris Capital Advisors’s Whirlpool WHR Stock Holding History

Morris Capital 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
2017
Q4 		– Sell
-16,058
Closed -$2.96M – 80
2017
Q3 		$2.96M Sell
16,058
-233
-1% -$41.7K 1.98% 28
2017
Q2 		$3.12M Buy
16,291
+1,293
+9% +$237K 2.2% 26
2017
Q1 		$2.57M Sell
14,998
-1,600
-10% -$284K 1.86% 27
2016
Q4 		$3.02M Sell
16,598
-5,840
-26% -$967K 2.1% 26
2016
Q3 		$3.64M Sell
22,438
-2,315
-9% -$410K 2.26% 25
2016
Q2 		$4.13M Buy
24,753
+3,498
+16% +$617K 2.45% 22
2016
Q1 		$3.83M Buy
21,255
+997
+5% +$149K 2.59% 17
2015
Q4 		$2.98M Buy
+20,258
New +$3.14M 2.07% 28

Other funds holding WHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Morris Capital Advisors's WHR Position: Q4 2017 in Review

Morris Capital Advisors sold out of Whirlpool (WHR) in Q4 2017, closing a stake of 16,058 shares — an estimated $2.96M sold.

Morris Capital Advisors first reported a position in WHR in Q4 2015 and held it in 8 quarters. The position peaked at $4.13M in Q2 2016. 639 funds tracked by Wall St. Rank hold WHR as of Q4 2017.

  • Morris Capital Advisors reported no remaining Whirlpool position as of Q4 2017 after selling out during the quarter.
  • Morris Capital Advisors sold 16,058 Whirlpool shares in Q4 2017, an estimated $2.96M.
  • Morris Capital Advisors first reported a position in Whirlpool in Q4 2015 and held it in 8 quarters.
  • Morris Capital Advisors's Whirlpool position peaked at $4.13M in Q2 2016.
  • 639 funds tracked by Wall St. Rank held Whirlpool as of Q4 2017.

Based on Morris Capital Advisors's 13F filing for Q4 2017, filed 13 Feb 2018.