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Stokes & Hubbell Capital Management’s Whirlpool WHR Stock Holding History

Stokes & Hubbell Capital Management’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
-1,327
Closed -$254K – 117
2017
Q2 		$254K Buy
1,327
+2
+0.2% +$366 0.08% 93
2017
Q1 		$227K Buy
1,325
+59
+5% +$10.5K 0.08% 90
2016
Q4 		$230K Buy
1,266
+2
+0.2% +$331 0.09% 85
2016
Q3 		$205K Buy
1,264
+2
+0.2% +$354 0.08% 83
2016
Q2 		$210K Buy
1,262
+2
+0.2% +$353 0.09% 82
2016
Q1 		$227K Buy
+1,260
New +$188K 0.11% 75

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 $3.38T AUM 44.17% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Stokes & Hubbell Capital Management's WHR Position: Q3 2017 in Review

Stokes & Hubbell Capital Management sold out of Whirlpool (WHR) in Q3 2017, closing a stake of 1,327 shares — an estimated $254K sold.

Stokes & Hubbell Capital Management first reported a position in WHR in Q1 2016 and held it in 6 quarters. The position peaked at $254K in Q2 2017. 618 funds tracked by Wall St. Rank hold WHR as of Q3 2017.

  • Stokes & Hubbell Capital Management reported no remaining Whirlpool position as of Q3 2017 after selling out during the quarter.
  • Stokes & Hubbell Capital Management sold 1,327 Whirlpool shares in Q3 2017, an estimated $254K.
  • Stokes & Hubbell Capital Management first reported a position in Whirlpool in Q1 2016 and held it in 6 quarters.
  • Stokes & Hubbell Capital Management's Whirlpool position peaked at $254K in Q2 2017.
  • 618 funds tracked by Wall St. Rank held Whirlpool as of Q3 2017.

Based on Stokes & Hubbell Capital Management's 13F filing for Q3 2017, filed 18 Oct 2017.