MCIA
WHR icon

Mountain Capital Investment Advisors’s Whirlpool WHR Stock Holding History

Mountain Capital Investment 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
-11
Closed -$2K – 429
2017
Q3 		$2K Hold
11
– – ﹤0.01% 449
2017
Q2 		$2K Buy
+11
New +$2.01K ﹤0.01% 466

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

Mountain Capital Investment Advisors's WHR Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of Whirlpool (WHR) in Q4 2017, closing a stake of 11 shares — an estimated $2K sold.

Mountain Capital Investment Advisors first reported a position in WHR in Q2 2017 and held it in 2 quarters. The position peaked at $2K in Q3 2017. 639 funds tracked by Wall St. Rank hold WHR as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining Whirlpool position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 11 Whirlpool shares in Q4 2017, an estimated $2K.
  • Mountain Capital Investment Advisors first reported a position in Whirlpool in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's Whirlpool position peaked at $2K in Q3 2017.
  • 639 funds tracked by Wall St. Rank held Whirlpool as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.