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Yorktown Management & Research Company’s Whirlpool WHR Stock Holding History

Yorktown Management & Research Company’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
-1,300
Closed -$249K – 421
2017
Q2 		$249K Hold
1,300
– – 0.08% 236
2017
Q1 		$223K Hold
1,300
– – 0.06% 298
2016
Q4 		$236K Hold
1,300
– – 0.06% 288
2016
Q3 		$211K Buy
+1,300
New +$230K 0.05% 251

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

Yorktown Management & Research Company's WHR Position: Q3 2017 in Review

Yorktown Management & Research Company sold out of Whirlpool (WHR) in Q3 2017, closing a stake of 1,300 shares — an estimated $249K sold.

Yorktown Management & Research Company first reported a position in WHR in Q3 2016 and held it in 4 quarters. The position peaked at $249K in Q2 2017. 617 funds tracked by Wall St. Rank hold WHR as of Q3 2017.

  • Yorktown Management & Research Company reported no remaining Whirlpool position as of Q3 2017 after selling out during the quarter.
  • Yorktown Management & Research Company sold 1,300 Whirlpool shares in Q3 2017, an estimated $249K.
  • Yorktown Management & Research Company first reported a position in Whirlpool in Q3 2016 and held it in 4 quarters.
  • Yorktown Management & Research Company's Whirlpool position peaked at $249K in Q2 2017.
  • 617 funds tracked by Wall St. Rank held Whirlpool as of Q3 2017.

Based on Yorktown Management & Research Company's 13F filing for Q3 2017, filed 8 Nov 2017.