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Yellowstone Partners’s Whirlpool WHR Stock Holding History

Yellowstone 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
Q2 		– Sell
-1,623
Closed -$293K – 233
2016
Q1 		$293K Sell
1,623
-521
-24% -$77.7K 0.13% 139
2015
Q4 		$315K Buy
+2,144
New +$333K 0.14% 130

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 $3.37T AUM 44.26% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

Yellowstone Partners's WHR Position: Q2 2016 in Review

Yellowstone Partners sold out of Whirlpool (WHR) in Q2 2016, closing a stake of 1,623 shares — an estimated $293K sold.

Yellowstone Partners first reported a position in WHR in Q4 2015 and held it in 2 quarters. The position peaked at $315K in Q4 2015. 599 funds tracked by Wall St. Rank hold WHR as of Q2 2016.

  • Yellowstone Partners reported no remaining Whirlpool position as of Q2 2016 after selling out during the quarter.
  • Yellowstone Partners sold 1,623 Whirlpool shares in Q2 2016, an estimated $293K.
  • Yellowstone Partners first reported a position in Whirlpool in Q4 2015 and held it in 2 quarters.
  • Yellowstone Partners's Whirlpool position peaked at $315K in Q4 2015.
  • 599 funds tracked by Wall St. Rank held Whirlpool as of Q2 2016.

Based on Yellowstone Partners's 13F filing for Q2 2016, filed 17 Aug 2016.