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Baldwin Wealth Partners’s Whirlpool WHR Stock Holding History

Baldwin Wealth 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
2018
Q4 		– Sell
-110
Closed -$13K – 542
2018
Q3 		$13K Hold
110
– – ﹤0.01% 445
2018
Q2 		$16K Hold
110
– – ﹤0.01% 425
2018
Q1 		$17K Buy
+110
New +$18.4K ﹤0.01% 402

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Baldwin Wealth Partners's WHR Position: Q4 2018 in Review

Baldwin Wealth Partners sold out of Whirlpool (WHR) in Q4 2018, closing a stake of 110 shares — an estimated $13K sold.

Baldwin Wealth Partners first reported a position in WHR in Q1 2018 and held it in 3 quarters. The position peaked at $17K in Q1 2018. 527 funds tracked by Wall St. Rank hold WHR as of Q4 2018.

  • Baldwin Wealth Partners reported no remaining Whirlpool position as of Q4 2018 after selling out during the quarter.
  • Baldwin Wealth Partners sold 110 Whirlpool shares in Q4 2018, an estimated $13K.
  • Baldwin Wealth Partners first reported a position in Whirlpool in Q1 2018 and held it in 3 quarters.
  • Baldwin Wealth Partners's Whirlpool position peaked at $17K in Q1 2018.
  • 527 funds tracked by Wall St. Rank held Whirlpool as of Q4 2018.

Based on Baldwin Wealth Partners's 13F filing for Q4 2018, filed 1 Feb 2019.