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U.S. Global Investors (USGI)’s Whirlpool WHR Stock Holding History

U.S. Global Investors (USGI)’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
Q2 		– Sell
-2,100
Closed -$360K – 195
2017
Q1 		$360K Sell
2,100
-1,000
-32% -$178K 0.17% 101
2016
Q4 		$563K Buy
+3,100
New +$513K 0.24% 81

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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

U.S. Global Investors (USGI)'s WHR Position: Q2 2017 in Review

U.S. Global Investors (USGI) sold out of Whirlpool (WHR) in Q2 2017, closing a stake of 2,100 shares — an estimated $360K sold.

U.S. Global Investors (USGI) first reported a position in WHR in Q4 2016 and held it in 2 quarters. The position peaked at $563K in Q4 2016. 648 funds tracked by Wall St. Rank hold WHR as of Q2 2017.

  • U.S. Global Investors (USGI) reported no remaining Whirlpool position as of Q2 2017 after selling out during the quarter.
  • U.S. Global Investors (USGI) sold 2,100 Whirlpool shares in Q2 2017, an estimated $360K.
  • U.S. Global Investors (USGI) first reported a position in Whirlpool in Q4 2016 and held it in 2 quarters.
  • U.S. Global Investors (USGI)'s Whirlpool position peaked at $563K in Q4 2016.
  • 648 funds tracked by Wall St. Rank held Whirlpool as of Q2 2017.

Based on U.S. Global Investors (USGI)'s 13F filing for Q2 2017, filed 17 Aug 2017.