New York Life Trust’s Whirlpool WHR Stock Holding History

New York Life Trust’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 Q3	–	Sell	-26	Closed	-$4K	–	280
2016 Q2	$4K	Sell	26 -204	-89%	-$36K	0.02%	243
2016 Q1	$41K	Buy	+230	New	+$34.3K	0.18%	159
2015 Q4	–	Sell	-15	Closed	-$2K	–	246
2015 Q3	$2K	Buy	+15	New	+$2.54K	0.01%	203
2015 Q2	–	Sell	-656	Closed	-$133K	–	244
2015 Q1	$133K	Buy	+656	New	+$133K	0.53%	65
2014 Q3	–	Sell	-307	Closed	-$43K	–	219
2014 Q2	$43K	Sell	307 -449	-59%	-$65.9K	0.18%	154
2014 Q1	$113K	Buy	756 +65	+9%	+$9.41K	0.5%	77
2013 Q4	$108K	Buy	+691	New	+$101K	0.49%	77

Other funds holding WHR

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

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

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

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

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

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

ETC

Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return

New York Life Trust's WHR Position: Q3 2016 in Review

New York Life Trust sold out of Whirlpool (WHR) in Q3 2016, closing a stake of 26 shares — an estimated $4K sold.

New York Life Trust first reported a position in WHR in Q4 2013 and held it in 7 quarters. The position peaked at $133K in Q1 2015. 605 funds tracked by Wall St. Rank hold WHR as of Q3 2016.

New York Life Trust reported no remaining Whirlpool position as of Q3 2016 after selling out during the quarter.
New York Life Trust sold 26 Whirlpool shares in Q3 2016, an estimated $4K.
New York Life Trust first reported a position in Whirlpool in Q4 2013 and held it in 7 quarters.
New York Life Trust's Whirlpool position peaked at $133K in Q1 2015.
605 funds tracked by Wall St. Rank held Whirlpool as of Q3 2016.

Based on New York Life Trust's 13F filing for Q3 2016, filed 8 Nov 2016.