Norris Perne & French’s Whirlpool WHR Stock Holding History

Norris Perne & French’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	-1,300	Closed	-$236K	–	160
2016 Q4	$236K	Buy	+1,300	New	+$215K	0.05%	134

Other funds holding WHR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

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

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Norris Perne & French's WHR Position: Q1 2017 in Review

Norris Perne & French sold out of Whirlpool (WHR) in Q1 2017, closing a stake of 1,300 shares — an estimated $236K sold.

Norris Perne & French first reported a position in WHR in Q4 2016 and held it in 1 quarter. The position peaked at $236K in Q4 2016. 635 funds tracked by Wall St. Rank hold WHR as of Q1 2017.

Norris Perne & French reported no remaining Whirlpool position as of Q1 2017 after selling out during the quarter.
Norris Perne & French sold 1,300 Whirlpool shares in Q1 2017, an estimated $236K.
Norris Perne & French first reported a position in Whirlpool in Q4 2016 and held it in 1 quarter.
Norris Perne & French's Whirlpool position peaked at $236K in Q4 2016.
635 funds tracked by Wall St. Rank held Whirlpool as of Q1 2017.

Based on Norris Perne & French's 13F filing for Q1 2017, filed 1 May 2017.