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Wunderlich Capital Managemnt’s Whirlpool WHR Stock Holding History

Wunderlich Capital Managemnt’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
Q3 		– Sell
-8,278
Closed -$1.59M – 99
2017
Q2 		$1.59M Sell
8,278
-149
-2% -$27.3K 1.19% 35
2017
Q1 		$1.44M Buy
8,427
+118
+1% +$21K 1.13% 46
2016
Q4 		$1.51M Sell
8,309
-76
-0.9% -$12.6K 1.23% 34
2016
Q3 		$1.36M Buy
8,385
+200
+2% +$35.4K 1.08% 52
2016
Q2 		$1.36M Buy
8,185
+104
+1% +$18.4K 1.15% 43
2016
Q1 		$1.46M Buy
8,081
+268
+3% +$39.9K 1.25% 28
2015
Q4 		$1.15M Buy
+7,813
New +$1.21M 0.99% 60

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 $8.66B AUM 17.37% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Wunderlich Capital Managemnt's WHR Position: Q3 2017 in Review

Wunderlich Capital Managemnt sold out of Whirlpool (WHR) in Q3 2017, closing a stake of 8,278 shares — an estimated $1.59M sold.

Wunderlich Capital Managemnt first reported a position in WHR in Q4 2015 and held it in 7 quarters. The position peaked at $1.59M in Q2 2017. 617 funds tracked by Wall St. Rank hold WHR as of Q3 2017.

  • Wunderlich Capital Managemnt reported no remaining Whirlpool position as of Q3 2017 after selling out during the quarter.
  • Wunderlich Capital Managemnt sold 8,278 Whirlpool shares in Q3 2017, an estimated $1.59M.
  • Wunderlich Capital Managemnt first reported a position in Whirlpool in Q4 2015 and held it in 7 quarters.
  • Wunderlich Capital Managemnt's Whirlpool position peaked at $1.59M in Q2 2017.
  • 617 funds tracked by Wall St. Rank held Whirlpool as of Q3 2017.

Based on Wunderlich Capital Managemnt's 13F filing for Q3 2017, filed 15 Nov 2017.