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Ullmann Wealth Partners Group’s Whirlpool WHR Stock Holding History

Ullmann Wealth Partners 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
Q3 		– Sell
-92
Closed -$17K – 141
2017
Q2 		$17K Hold
92
– – 0.01% 124
2017
Q1 		$15K Buy
+92
New +$16.3K 0.01% 123

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
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

Ullmann Wealth Partners Group's WHR Position: Q3 2017 in Review

Ullmann Wealth Partners Group sold out of Whirlpool (WHR) in Q3 2017, closing a stake of 92 shares — an estimated $17K sold.

Ullmann Wealth Partners Group first reported a position in WHR in Q1 2017 and held it in 2 quarters. The position peaked at $17K in Q2 2017. 617 funds tracked by Wall St. Rank hold WHR as of Q3 2017.

  • Ullmann Wealth Partners Group reported no remaining Whirlpool position as of Q3 2017 after selling out during the quarter.
  • Ullmann Wealth Partners Group sold 92 Whirlpool shares in Q3 2017, an estimated $17K.
  • Ullmann Wealth Partners Group first reported a position in Whirlpool in Q1 2017 and held it in 2 quarters.
  • Ullmann Wealth Partners Group's Whirlpool position peaked at $17K in Q2 2017.
  • 617 funds tracked by Wall St. Rank held Whirlpool as of Q3 2017.

Based on Ullmann Wealth Partners Group's 13F filing for Q3 2017, filed 14 Nov 2017.