Round Table Services’s Whirlpool WHR Stock Holding History

Round Table 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
2017 Q4	–	Sell	-1,396	Closed	-$257K	–	121
2017 Q3	$257K	Hold	1,396	–	–	0.09%	78
2017 Q2	$268K	Buy	+1,396	New	+$255K	0.1%	77

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

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

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

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

LAM

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

Round Table Services's WHR Position: Q4 2017 in Review

Round Table Services sold out of Whirlpool (WHR) in Q4 2017, closing a stake of 1,396 shares — an estimated $257K sold.

Round Table Services first reported a position in WHR in Q2 2017 and held it in 2 quarters. The position peaked at $268K in Q2 2017. 639 funds tracked by Wall St. Rank hold WHR as of Q4 2017.

Round Table Services reported no remaining Whirlpool position as of Q4 2017 after selling out during the quarter.
Round Table Services sold 1,396 Whirlpool shares in Q4 2017, an estimated $257K.
Round Table Services first reported a position in Whirlpool in Q2 2017 and held it in 2 quarters.
Round Table Services's Whirlpool position peaked at $268K in Q2 2017.
639 funds tracked by Wall St. Rank held Whirlpool as of Q4 2017.

Based on Round Table Services's 13F filing for Q4 2017, filed 19 Jan 2018.