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Walter & Keenan Wealth Management’s Whirlpool WHR Stock Holding History

Walter & Keenan Wealth 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
Q4 		– Sell
-1,100
Closed -$203K – 182
2017
Q3 		$203K Hold
1,100
– – 0.09% 159
2017
Q2 		$211K Buy
+1,100
New +$201K 0.11% 147

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
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Walter & Keenan Wealth Management's WHR Position: Q4 2017 in Review

Walter & Keenan Wealth Management sold out of Whirlpool (WHR) in Q4 2017, closing a stake of 1,100 shares — an estimated $203K sold.

Walter & Keenan Wealth Management first reported a position in WHR in Q2 2017 and held it in 2 quarters. The position peaked at $211K in Q2 2017. 640 funds tracked by Wall St. Rank hold WHR as of Q4 2017.

  • Walter & Keenan Wealth Management reported no remaining Whirlpool position as of Q4 2017 after selling out during the quarter.
  • Walter & Keenan Wealth Management sold 1,100 Whirlpool shares in Q4 2017, an estimated $203K.
  • Walter & Keenan Wealth Management first reported a position in Whirlpool in Q2 2017 and held it in 2 quarters.
  • Walter & Keenan Wealth Management's Whirlpool position peaked at $211K in Q2 2017.
  • 640 funds tracked by Wall St. Rank held Whirlpool as of Q4 2017.

Based on Walter & Keenan Wealth Management's 13F filing for Q4 2017, filed 23 Jan 2018.