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New England Research & Management’s Whirlpool WHR Stock Holding History

New England Research & Management’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
-2,075
Closed -$336K – 186
2016
Q3 		$336K Sell
2,075
-250
-11% -$44.3K 0.28% 114
2016
Q2 		$387K Sell
2,325
-400
-15% -$70.6K 0.33% 106
2016
Q1 		$491K Sell
2,725
-200
-7% -$29.8K 0.42% 88
2015
Q4 		$430K Sell
2,925
-500
-15% -$77.6K 0.37% 93
2015
Q3 		$504K Buy
3,425
+150
+5% +$25.4K 0.48% 75
2015
Q2 		$567K Buy
+3,275
New +$615K 0.46% 87

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

New England Research & Management's WHR Position: Q4 2016 in Review

New England Research & Management sold out of Whirlpool (WHR) in Q4 2016, closing a stake of 2,075 shares — an estimated $336K sold.

New England Research & Management first reported a position in WHR in Q2 2015 and held it in 6 quarters. The position peaked at $567K in Q2 2015. 604 funds tracked by Wall St. Rank hold WHR as of Q4 2016.

  • New England Research & Management reported no remaining Whirlpool position as of Q4 2016 after selling out during the quarter.
  • New England Research & Management sold 2,075 Whirlpool shares in Q4 2016, an estimated $336K.
  • New England Research & Management first reported a position in Whirlpool in Q2 2015 and held it in 6 quarters.
  • New England Research & Management's Whirlpool position peaked at $567K in Q2 2015.
  • 604 funds tracked by Wall St. Rank held Whirlpool as of Q4 2016.

Based on New England Research & Management's 13F filing for Q4 2016, filed 6 Feb 2017.