AllSquare Wealth Management’s Whirlpool WHR Stock Holding History

AllSquare Wealth Management’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
2018 Q2	–	Sell	-94	Closed	-$14K	–	517
2018 Q1	$14K	Hold	94	–	–	0.01%	255
2017 Q4	$16K	Hold	94	–	–	0.01%	254
2017 Q3	$17K	Hold	94	–	–	0.01%	241
2017 Q2	$18K	Hold	94	–	–	0.02%	118
2017 Q1	$16K	Hold	94	–	–	0.01%	232
2016 Q4	$17K	Hold	94	–	–	0.02%	202
2016 Q3	$15K	Hold	94	–	–	0.01%	199
2016 Q2	$16K	Hold	94	–	–	0.02%	186
2016 Q1	$17K	Hold	94	–	–	0.02%	181
2015 Q4	$14K	Hold	94	–	–	0.01%	196
2015 Q3	$14K	Hold	94	–	–	0.01%	200
2015 Q2	$16K	Hold	94	–	–	0.01%	194
2015 Q1	$19K	Hold	94	–	–	0.02%	183
2014 Q4	$18K	Buy	+94	New	+$16.1K	0.02%	185

Other funds holding WHR

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

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AllSquare Wealth Management's WHR Position: Q2 2018 in Review

AllSquare Wealth Management sold out of Whirlpool (WHR) in Q2 2018, closing a stake of 94 shares — an estimated $14K sold.

AllSquare Wealth Management first reported a position in WHR in Q4 2014 and held it in 14 quarters. The position peaked at $19K in Q1 2015. 591 funds tracked by Wall St. Rank hold WHR as of Q2 2018.

AllSquare Wealth Management reported no remaining Whirlpool position as of Q2 2018 after selling out during the quarter.
AllSquare Wealth Management sold 94 Whirlpool shares in Q2 2018, an estimated $14K.
AllSquare Wealth Management first reported a position in Whirlpool in Q4 2014 and held it in 14 quarters.
AllSquare Wealth Management's Whirlpool position peaked at $19K in Q1 2015.
591 funds tracked by Wall St. Rank held Whirlpool as of Q2 2018.

Based on AllSquare Wealth Management's 13F filing for Q2 2018, filed 14 Aug 2018.