BOPW
WHR icon

Brandywine Oak Private Wealth’s Whirlpool WHR Stock Holding History

Brandywine Oak Private Wealth’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
2019
Q1 		– Sell
-29
Closed -$3K – 633
2018
Q4 		$3K Buy
+29
New +$3.29K ﹤0.01% 631

Other funds holding WHR

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 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

Brandywine Oak Private Wealth's WHR Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of Whirlpool (WHR) in Q1 2019, closing a stake of 29 shares — an estimated $3K sold.

Brandywine Oak Private Wealth first reported a position in WHR in Q4 2018 and held it in 1 quarter. The position peaked at $3K in Q4 2018. 555 funds tracked by Wall St. Rank hold WHR as of Q1 2019.

  • Brandywine Oak Private Wealth reported no remaining Whirlpool position as of Q1 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 29 Whirlpool shares in Q1 2019, an estimated $3K.
  • Brandywine Oak Private Wealth first reported a position in Whirlpool in Q4 2018 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's Whirlpool position peaked at $3K in Q4 2018.
  • 555 funds tracked by Wall St. Rank held Whirlpool as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.