Narus Financial Partners’s Whirlpool WHR Stock Holding History

Narus Financial 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
2017 Q1	–	Sell	-1,171	Closed	-$213K	–	77
2016 Q4	$213K	Buy	+1,171	New	+$194K	0.22%	66

Other funds holding WHR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Narus Financial Partners's WHR Position: Q1 2017 in Review

Narus Financial Partners sold out of Whirlpool (WHR) in Q1 2017, closing a stake of 1,171 shares — an estimated $213K sold.

Narus Financial Partners first reported a position in WHR in Q4 2016 and held it in 1 quarter. The position peaked at $213K in Q4 2016. 634 funds tracked by Wall St. Rank hold WHR as of Q1 2017.

Narus Financial Partners reported no remaining Whirlpool position as of Q1 2017 after selling out during the quarter.
Narus Financial Partners sold 1,171 Whirlpool shares in Q1 2017, an estimated $213K.
Narus Financial Partners first reported a position in Whirlpool in Q4 2016 and held it in 1 quarter.
Narus Financial Partners's Whirlpool position peaked at $213K in Q4 2016.
634 funds tracked by Wall St. Rank held Whirlpool as of Q1 2017.

Based on Narus Financial Partners's 13F filing for Q1 2017, filed 20 Apr 2017.