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Pinnacle Summer Investments’s Whirlpool WHR Stock Holding History

Pinnacle Summer Investments’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
2015
Q4 		– Sell
-42
Closed -$6K – 1029
2015
Q3 		$6K Buy
+42
New +$7.11K ﹤0.01% 815
2015
Q2 		– Sell
-42
Closed -$8K – 962
2015
Q1 		$8K Hold
42
– – ﹤0.01% 818
2014
Q4 		$8K Hold
42
– – ﹤0.01% 837
2014
Q3 		$6K Hold
42
– – ﹤0.01% 884
2014
Q2 		$6K Buy
+42
New +$6.16K ﹤0.01% 825

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
IC
Institutional Capital Chicago, Illinois $6.75B AUM 3.51% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pinnacle Summer Investments's WHR Position: Q4 2015 in Review

Pinnacle Summer Investments sold out of Whirlpool (WHR) in Q4 2015, closing a stake of 42 shares — an estimated $6K sold.

Pinnacle Summer Investments first reported a position in WHR in Q2 2014 and held it in 5 quarters. The position peaked at $8K in Q1 2015. 526 funds tracked by Wall St. Rank hold WHR as of Q4 2015.

  • Pinnacle Summer Investments reported no remaining Whirlpool position as of Q4 2015 after selling out during the quarter.
  • Pinnacle Summer Investments sold 42 Whirlpool shares in Q4 2015, an estimated $6K.
  • Pinnacle Summer Investments first reported a position in Whirlpool in Q2 2014 and held it in 5 quarters.
  • Pinnacle Summer Investments's Whirlpool position peaked at $8K in Q1 2015.
  • 526 funds tracked by Wall St. Rank held Whirlpool as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.