Bell & Brown Wealth Advisors’s Whirlpool WHR Stock Holding History

Bell & Brown Wealth Advisors’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	-5,148	Closed	-$565K	–	87
2018 Q3	$565K	Buy	5,148 +217	+4%	+$28.8K	0.52%	63
2018 Q2	$721K	Buy	4,931 +238	+5%	+$36.2K	0.71%	55
2018 Q1	$724K	Sell	4,693 -96	-2%	-$16K	0.76%	55
2017 Q4	$808K	Buy	+4,789	New	+$811K	0.84%	51

Other funds holding WHR

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

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

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 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

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

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

Bell & Brown Wealth Advisors's WHR Position: Q4 2018 in Review

Bell & Brown Wealth Advisors sold out of Whirlpool (WHR) in Q4 2018, closing a stake of 5,148 shares — an estimated $565K sold.

Bell & Brown Wealth Advisors first reported a position in WHR in Q4 2017 and held it in 4 quarters. The position peaked at $808K in Q4 2017. 528 funds tracked by Wall St. Rank hold WHR as of Q4 2018.

Bell & Brown Wealth Advisors reported no remaining Whirlpool position as of Q4 2018 after selling out during the quarter.
Bell & Brown Wealth Advisors sold 5,148 Whirlpool shares in Q4 2018, an estimated $565K.
Bell & Brown Wealth Advisors first reported a position in Whirlpool in Q4 2017 and held it in 4 quarters.
Bell & Brown Wealth Advisors's Whirlpool position peaked at $808K in Q4 2017.
528 funds tracked by Wall St. Rank held Whirlpool as of Q4 2018.

Based on Bell & Brown Wealth Advisors's 13F filing for Q4 2018, filed 7 Feb 2019.