Zweig Advisers’s Whirlpool WHR Stock Holding History

Zweig Advisers’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 Q4	–	Sell	-63,000	Closed	-$9.28M	–	85
2015 Q3	$9.28M	Sell	63,000 -4,000	-6%	-$677K	1.6%	42
2015 Q2	$11.6M	Buy	+67,000	New	+$12.6M	1.76%	30

Other funds holding WHR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Institutional Capital Chicago, Illinois $6.75B AUM 3.51% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Zweig Advisers's WHR Position: Q4 2015 in Review

Zweig Advisers sold out of Whirlpool (WHR) in Q4 2015, closing a stake of 63,000 shares — an estimated $9.28M sold.

Zweig Advisers first reported a position in WHR in Q2 2015 and held it in 2 quarters. The position peaked at $11.6M in Q2 2015. 526 funds tracked by Wall St. Rank hold WHR as of Q4 2015.

Zweig Advisers reported no remaining Whirlpool position as of Q4 2015 after selling out during the quarter.
Zweig Advisers sold 63,000 Whirlpool shares in Q4 2015, an estimated $9.28M.
Zweig Advisers first reported a position in Whirlpool in Q2 2015 and held it in 2 quarters.
Zweig Advisers's Whirlpool position peaked at $11.6M in Q2 2015.
526 funds tracked by Wall St. Rank held Whirlpool as of Q4 2015.

Based on Zweig Advisers's 13F filing for Q4 2015, filed 16 Feb 2016.