Old Mutual Customised Solutions’s Whirlpool WHR Stock Holding History

Old Mutual Customised Solutions’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
2018 Q2	$675K	Sell	4,617 -700	-13%	-$106K	0.07%	328
2018 Q1	$814K	Hold	5,317	–	–	0.08%	288
2017 Q4	$897K	Buy	5,317 +1,500	+39%	+$254K	0.09%	263
2017 Q3	$704K	Hold	3,817	–	–	0.1%	252
2017 Q2	$731K	Hold	3,817	–	–	0.11%	232
2017 Q1	$654K	Buy	3,817 +817	+27%	+$145K	0.1%	247
2016 Q4	$545K	Buy	3,000 +600	+25%	+$99.3K	0.1%	251
2016 Q3	$389K	Hold	2,400	–	–	0.11%	216
2016 Q2	$400K	Hold	2,400	–	–	0.1%	250
2016 Q1	$433K	Hold	2,400	–	–	0.11%	224
2015 Q4	$352K	Sell	2,400 -700	-23%	-$109K	0.09%	271
2015 Q3	$457K	Hold	3,100	–	–	0.12%	206
2015 Q2	$536K	Buy	3,100 +400	+15%	+$75.1K	0.13%	189
2015 Q1	$546K	Buy	2,700 +600	+29%	+$122K	0.13%	181
2014 Q4	$407K	Buy	2,100 +100	+5%	+$17.2K	0.12%	230
2014 Q3	$291K	Sell	2,000 -200	-9%	-$29.6K	0.08%	278
2014 Q2	$306K	Hold	2,200	–	–	0.07%	302
2014 Q1	$329K	Hold	2,200	–	–	0.08%	268
2013 Q4	$345K	Hold	2,200	–	–	0.09%	257
2013 Q3	$322K	Hold	2,200	–	–	0.09%	256
2013 Q2	$252K	Buy	+2,200	New	+$267K	0.07%	278

Other funds holding WHR

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

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Old Mutual Customised Solutions's WHR Position: Q2 2018 in Review

Old Mutual Customised Solutions reduced its Whirlpool (WHR) stake by 13% in Q2 2018, selling an estimated $106K and leaving 4,617 shares worth $675K. The position accounts for 0.07% of the portfolio, ranked #328.

Old Mutual Customised Solutions first reported a position in WHR in Q2 2013 and has held it in 21 quarters since. The position peaked at $897K in Q4 2017. 591 funds tracked by Wall St. Rank hold WHR as of Q2 2018.

Old Mutual Customised Solutions held 4,617 shares of Whirlpool worth $675K as of Q2 2018.
Old Mutual Customised Solutions sold 700 Whirlpool shares in Q2 2018, an estimated $106K.
Whirlpool made up 0.07% of Old Mutual Customised Solutions's portfolio in Q2 2018, its #328 holding.
Old Mutual Customised Solutions first reported a position in Whirlpool in Q2 2013 and has held it in 21 quarters since.
Old Mutual Customised Solutions's Whirlpool position peaked at $897K in Q4 2017.
591 funds tracked by Wall St. Rank held Whirlpool as of Q2 2018.

Based on Old Mutual Customised Solutions's 13F filing for Q2 2018, filed 14 Aug 2018.