MWP
WHR icon

MYCIO Wealth Partners’s Whirlpool WHR Stock Holding History

MYCIO Wealth Partners’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
-500
Closed -$81K – 667
2016
Q3 		$81K Sell
500
-715
-59% -$127K 0.01% 283
2016
Q2 		$202K Buy
1,215
+225
+23% +$39.7K 0.03% 168
2016
Q1 		$179K Buy
990
+490
+98% +$73K 0.03% 164
2015
Q4 		$73K Hold
500
– – 0.01% 253
2015
Q3 		$74K Hold
500
– – 0.02% 250
2015
Q2 		$87K Buy
+500
New +$93.9K 0.02% 233

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 $3.37T AUM 44.26% 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

MYCIO Wealth Partners's WHR Position: Q4 2016 in Review

MYCIO Wealth Partners sold out of Whirlpool (WHR) in Q4 2016, closing a stake of 500 shares — an estimated $81K sold.

MYCIO Wealth Partners first reported a position in WHR in Q2 2015 and held it in 6 quarters. The position peaked at $202K in Q2 2016. 604 funds tracked by Wall St. Rank hold WHR as of Q4 2016.

  • MYCIO Wealth Partners reported no remaining Whirlpool position as of Q4 2016 after selling out during the quarter.
  • MYCIO Wealth Partners sold 500 Whirlpool shares in Q4 2016, an estimated $81K.
  • MYCIO Wealth Partners first reported a position in Whirlpool in Q2 2015 and held it in 6 quarters.
  • MYCIO Wealth Partners's Whirlpool position peaked at $202K in Q2 2016.
  • 604 funds tracked by Wall St. Rank held Whirlpool as of Q4 2016.

Based on MYCIO Wealth Partners's 13F filing for Q4 2016, filed 1 Feb 2017.