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Virtus Investment Advisers’s Whirlpool WHR Stock Holding History

Virtus Investment Advisers’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
2018
Q1 		– Sell
-1,383
Closed -$233K – 436
2017
Q4 		$233K Sell
1,383
-178
-11% -$30.2K 0.03% 383
2017
Q3 		$288K Sell
1,561
-54,117
-97% -$9.68M 0.03% 371
2017
Q2 		$10.7M Buy
55,678
+53,693
+2,705% +$9.82M 1.04% 10
2017
Q1 		$340K Sell
1,985
-292
-13% -$51.9K 0.03% 362
2016
Q4 		$414K Buy
2,277
+336
+17% +$55.6K 0.03% 375
2016
Q3 		$315K Buy
+1,941
New +$344K 0.02% 400

Other funds holding WHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $30.5B AUM 29.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Virtus Investment Advisers's WHR Position: Q1 2018 in Review

Virtus Investment Advisers sold out of Whirlpool (WHR) in Q1 2018, closing a stake of 1,383 shares — an estimated $233K sold.

Virtus Investment Advisers first reported a position in WHR in Q3 2016 and held it in 6 quarters. The position peaked at $10.7M in Q2 2017. 623 funds tracked by Wall St. Rank hold WHR as of Q1 2018.

  • Virtus Investment Advisers reported no remaining Whirlpool position as of Q1 2018 after selling out during the quarter.
  • Virtus Investment Advisers sold 1,383 Whirlpool shares in Q1 2018, an estimated $233K.
  • Virtus Investment Advisers first reported a position in Whirlpool in Q3 2016 and held it in 6 quarters.
  • Virtus Investment Advisers's Whirlpool position peaked at $10.7M in Q2 2017.
  • 623 funds tracked by Wall St. Rank held Whirlpool as of Q1 2018.

Based on Virtus Investment Advisers's 13F filing for Q1 2018, filed 15 May 2018.