RBA
Richard Bernstein Advisors’s Whirlpool WHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-26,141
| Closed | -$4.52M | – | 187 |
|
|
2015
Q2 | $4.52M | Sell |
26,141
-16,947
| -39% | -$2.93M | 0.55% | 67 |
|
|
2015
Q1 | $8.71M | Hold |
43,088
| – | – | 1.14% | 11 |
|
|
2014
Q4 | $8.35M | Hold |
43,088
| – | – | 0.86% | 15 |
|
|
2014
Q3 | $6.28M | Buy |
43,088
+24,080
| +127% | +$3.51M | 0.66% | 40 |
|
|
2014
Q2 | $2.65M | Buy |
+19,008
| New | +$2.65M | 0.31% | 124 |
|