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WealthPLAN Partners’s Whirlpool WHR Stock Holding History

WealthPLAN Partners’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
2016
Q3 		$11.8K Sell
73
-73
-50% -$12.9K ﹤0.01% 571
2016
Q2 		$12.2K Buy
+146
New +$25.8K ﹤0.01% 1654

Other funds holding WHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return

WealthPLAN Partners's WHR Position: Q3 2016 in Review

WealthPLAN Partners reduced its Whirlpool (WHR) stake by 50% in Q3 2016, selling an estimated $12.9K and leaving 73 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #571.

WealthPLAN Partners first reported a position in WHR in Q2 2016 and has held it in 2 quarters since. The position peaked at $12.2K in Q2 2016. 606 funds tracked by Wall St. Rank hold WHR as of Q3 2016.

  • WealthPLAN Partners held 73 shares of Whirlpool worth $11.8K as of Q3 2016.
  • WealthPLAN Partners sold 73 Whirlpool shares in Q3 2016, an estimated $12.9K.
  • Whirlpool made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #571 holding.
  • WealthPLAN Partners first reported a position in Whirlpool in Q2 2016 and has held it in 2 quarters since.
  • WealthPLAN Partners's Whirlpool position peaked at $12.2K in Q2 2016.
  • 606 funds tracked by Wall St. Rank held Whirlpool as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.