Roundview Capital’s Whirlpool WHR Stock Holding History

Roundview Capital’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 Q3	–	Sell	-1,400	Closed	-$268K	–	238
2017 Q2	$268K	Sell	1,400 -650	-32%	-$119K	0.08%	201
2017 Q1	$351K	Buy	+2,050	New	+$364K	0.11%	164

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

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 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

Roundview Capital's WHR Position: Q3 2017 in Review

Roundview Capital sold out of Whirlpool (WHR) in Q3 2017, closing a stake of 1,400 shares — an estimated $268K sold.

Roundview Capital first reported a position in WHR in Q1 2017 and held it in 2 quarters. The position peaked at $351K in Q1 2017. 617 funds tracked by Wall St. Rank hold WHR as of Q3 2017.

Roundview Capital reported no remaining Whirlpool position as of Q3 2017 after selling out during the quarter.
Roundview Capital sold 1,400 Whirlpool shares in Q3 2017, an estimated $268K.
Roundview Capital first reported a position in Whirlpool in Q1 2017 and held it in 2 quarters.
Roundview Capital's Whirlpool position peaked at $351K in Q1 2017.
617 funds tracked by Wall St. Rank held Whirlpool as of Q3 2017.

Based on Roundview Capital's 13F filing for Q3 2017, filed 13 Nov 2017.