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Stanford Investment Group’s Whirlpool WHR Stock Holding History

Stanford Investment Group’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
Q1 		– Sell
-78
Closed -$14K – 302
2016
Q4 		$14K Sell
78
-10
-11% -$1.66K 0.01% 280
2016
Q3 		$14K Hold
88
– – 0.01% 287
2016
Q2 		$15K Hold
88
– – 0.01% 274
2016
Q1 		$16K Buy
+88
New +$13.1K 0.01% 260

Other funds holding WHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Stanford Investment Group's WHR Position: Q1 2017 in Review

Stanford Investment Group sold out of Whirlpool (WHR) in Q1 2017, closing a stake of 78 shares — an estimated $14K sold.

Stanford Investment Group first reported a position in WHR in Q1 2016 and held it in 4 quarters. The position peaked at $16K in Q1 2016. 634 funds tracked by Wall St. Rank hold WHR as of Q1 2017.

  • Stanford Investment Group reported no remaining Whirlpool position as of Q1 2017 after selling out during the quarter.
  • Stanford Investment Group sold 78 Whirlpool shares in Q1 2017, an estimated $14K.
  • Stanford Investment Group first reported a position in Whirlpool in Q1 2016 and held it in 4 quarters.
  • Stanford Investment Group's Whirlpool position peaked at $16K in Q1 2016.
  • 634 funds tracked by Wall St. Rank held Whirlpool as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.