WA
WHR icon

WFG Advisors’s Whirlpool WHR Stock Holding History

WFG Advisors’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
Q2 		$22K Buy
113
+13
+13% +$2.38K 0.01% 935
2017
Q1 		$17K Sell
100
-62
-38% -$11K ﹤0.01% 933
2016
Q4 		$29K Hold
162
– – 0.01% 852
2016
Q3 		$26K Sell
162
-599
-79% -$106K 0.01% 885
2016
Q2 		$127K Hold
761
– – 0.03% 445
2016
Q1 		$137K Buy
761
+100
+15% +$14.9K 0.04% 414
2015
Q4 		$97K Buy
661
+101
+18% +$15.7K 0.03% 478
2015
Q3 		$83K Buy
560
+213
+61% +$36K 0.03% 497
2015
Q2 		$60K Sell
347
-3
-0.9% -$563 0.02% 673
2015
Q1 		$71K Sell
350
-724
-67% -$147K 0.02% 637
2014
Q4 		$208K Buy
1,074
+26
+2% +$4.46K 0.04% 417
2014
Q3 		$153K Buy
1,048
+13
+1% +$1.92K 0.03% 519
2014
Q2 		$144K Buy
1,035
+315
+44% +$46.2K 0.03% 537
2014
Q1 		$108K Buy
720
+200
+38% +$29K 0.02% 619
2013
Q4 		$82K Buy
520
+20
+4% +$2.93K 0.01% 815
2013
Q3 		$73K Hold
500
– – 0.01% 799
2013
Q2 		$57K Buy
+500
New +$60.6K 0.01% 838

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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

WFG Advisors's WHR Position: Q2 2017 in Review

WFG Advisors increased its Whirlpool (WHR) stake by 13% in Q2 2017, buying an estimated $2.38K and bringing the position to 113 shares worth $22K. The position accounts for 0.01% of the portfolio, ranked #935.

WFG Advisors first reported a position in WHR in Q2 2013 and has held it in 17 quarters since. The position peaked at $208K in Q4 2014. 647 funds tracked by Wall St. Rank hold WHR as of Q2 2017.

  • WFG Advisors held 113 shares of Whirlpool worth $22K as of Q2 2017.
  • WFG Advisors bought 13 Whirlpool shares in Q2 2017, an estimated $2.38K.
  • Whirlpool made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #935 holding.
  • WFG Advisors first reported a position in Whirlpool in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Whirlpool position peaked at $208K in Q4 2014.
  • 647 funds tracked by Wall St. Rank held Whirlpool as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.