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
2015
Q3 		– Sell
-100
Closed -$9K – 1723
2015
Q2 		$9K Hold
100
– – ﹤0.01% 1222
2015
Q1 		$11K Sell
100
-200
-67% -$40.6K ﹤0.01% 1182
2014
Q4 		$31K Hold
300
– – 0.01% 1077
2014
Q3 		$18K Buy
+300
New +$44.3K ﹤0.01% 1324

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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 $1.37T AUM 24.88% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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.