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Partnervest Advisory Services’s Whirlpool WHR Stock Holding History

Partnervest Advisory Services’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
Q2 		– Sell
-2,614
Closed -$471K – 205
2016
Q1 		$471K Buy
+2,614
New +$390K 0.25% 92
2014
Q3 		– Sell
-34
Closed -$5K – 806
2014
Q2 		$5K Hold
34
– – ﹤0.01% 845
2014
Q1 		$5K Hold
34
– – ﹤0.01% 812
2013
Q4 		$5K Sell
34
-200
-85% -$29.3K ﹤0.01% 782
2013
Q3 		$34K Buy
234
+200
+588% +$26.5K 0.02% 345
2013
Q2 		$4K Buy
+34
New +$4.12K ﹤0.01% 785

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 $3.38T AUM 44.17% 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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return

Partnervest Advisory Services's WHR Position: Q2 2016 in Review

Partnervest Advisory Services sold out of Whirlpool (WHR) in Q2 2016, closing a stake of 2,614 shares — an estimated $471K sold.

Partnervest Advisory Services first reported a position in WHR in Q2 2013 and held it in 6 quarters. The position peaked at $471K in Q1 2016. 599 funds tracked by Wall St. Rank hold WHR as of Q2 2016.

  • Partnervest Advisory Services reported no remaining Whirlpool position as of Q2 2016 after selling out during the quarter.
  • Partnervest Advisory Services sold 2,614 Whirlpool shares in Q2 2016, an estimated $471K.
  • Partnervest Advisory Services first reported a position in Whirlpool in Q2 2013 and held it in 6 quarters.
  • Partnervest Advisory Services's Whirlpool position peaked at $471K in Q1 2016.
  • 599 funds tracked by Wall St. Rank held Whirlpool as of Q2 2016.

Based on Partnervest Advisory Services's 13F filing for Q2 2016, filed 4 Aug 2016.