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Wealthfront’s Whirlpool WHR Stock Holding History

Wealthfront’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
-1,204
Closed -$222K – 523
2017
Q3 		$222K Sell
1,204
-444
-27% -$79.4K ﹤0.01% 476
2017
Q2 		$316K Buy
1,648
+395
+32% +$72.3K ﹤0.01% 370
2017
Q1 		$215K Buy
1,253
+65
+5% +$11.5K ﹤0.01% 408
2016
Q4 		$216K Buy
+1,188
New +$197K ﹤0.01% 363
2015
Q4 		– Sell
-710
Closed -$105K – 1072
2015
Q3 		$105K Sell
710
-6
-0.8% -$1.01K ﹤0.01% 400
2015
Q2 		$124K Buy
716
+158
+28% +$29.7K 0.01% 364
2015
Q1 		$113K Buy
558
+36
+7% +$7.31K 0.01% 362
2014
Q4 		$101K Buy
522
+126
+32% +$21.6K 0.01% 354
2014
Q3 		$58K Buy
396
+205
+107% +$30.3K ﹤0.01% 384
2014
Q2 		$27K Sell
191
-129
-40% -$18.9K ﹤0.01% 468
2014
Q1 		$49K Buy
+320
New +$46.3K 0.01% 274

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
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

Wealthfront's WHR Position: Q4 2017 in Review

Wealthfront sold out of Whirlpool (WHR) in Q4 2017, closing a stake of 1,204 shares — an estimated $222K sold.

Wealthfront first reported a position in WHR in Q1 2014 and held it in 11 quarters. The position peaked at $316K in Q2 2017. 639 funds tracked by Wall St. Rank hold WHR as of Q4 2017.

  • Wealthfront reported no remaining Whirlpool position as of Q4 2017 after selling out during the quarter.
  • Wealthfront sold 1,204 Whirlpool shares in Q4 2017, an estimated $222K.
  • Wealthfront first reported a position in Whirlpool in Q1 2014 and held it in 11 quarters.
  • Wealthfront's Whirlpool position peaked at $316K in Q2 2017.
  • 639 funds tracked by Wall St. Rank held Whirlpool as of Q4 2017.

Based on Wealthfront's 13F filing for Q4 2017, filed 9 Feb 2018.