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MU Investments Company’s Whirlpool WHR Stock Holding History

MU Investments Company’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
Q3 		– Sell
-150
Closed -$28K – 176
2017
Q2 		$28K Sell
150
-50
-25% -$9.15K 0.02% 160
2017
Q1 		$34K Sell
200
-30
-13% -$5.33K 0.02% 161
2016
Q4 		$42K Sell
230
-130
-36% -$21.5K 0.03% 158
2016
Q3 		$58K Sell
360
-390
-52% -$69.1K 0.04% 158
2016
Q2 		$123K Sell
750
-460
-38% -$81.2K 0.08% 144
2016
Q1 		$215K Buy
1,210
+60
+5% +$8.94K 0.14% 126
2015
Q4 		$171K Sell
1,150
-500
-30% -$77.6K 0.1% 163
2015
Q3 		$240K Sell
1,650
-100
-6% -$16.9K 0.13% 152
2015
Q2 		$304K Hold
1,750
– – 0.14% 147
2015
Q1 		$352K Sell
1,750
-170
-9% -$34.5K 0.16% 123
2014
Q4 		$370K Sell
1,920
-100
-5% -$17.2K 0.16% 119
2014
Q3 		$301K Sell
2,020
-100
-5% -$14.8K 0.15% 129
2014
Q2 		$294K Sell
2,120
-350
-14% -$51.4K 0.13% 171
2014
Q1 		$362K Sell
2,470
-400
-14% -$57.9K 0.17% 142
2013
Q4 		$453K Sell
2,870
-130
-4% -$19.1K 0.2% 125
2013
Q3 		$442K Sell
3,000
-900
-23% -$119K 0.21% 115
2013
Q2 		$450K Buy
+3,900
New +$473K 0.19% 175

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 $8.66B AUM 17.37% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

MU Investments Company's WHR Position: Q3 2017 in Review

MU Investments Company sold out of Whirlpool (WHR) in Q3 2017, closing a stake of 150 shares — an estimated $28K sold.

MU Investments Company first reported a position in WHR in Q2 2013 and held it in 17 quarters. The position peaked at $453K in Q4 2013. 617 funds tracked by Wall St. Rank hold WHR as of Q3 2017.

  • MU Investments Company reported no remaining Whirlpool position as of Q3 2017 after selling out during the quarter.
  • MU Investments Company sold 150 Whirlpool shares in Q3 2017, an estimated $28K.
  • MU Investments Company first reported a position in Whirlpool in Q2 2013 and held it in 17 quarters.
  • MU Investments Company's Whirlpool position peaked at $453K in Q4 2013.
  • 617 funds tracked by Wall St. Rank held Whirlpool as of Q3 2017.

Based on MU Investments Company's 13F filing for Q3 2017, filed 17 Oct 2017.