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Bruderman Asset Management’s Whirlpool WHR Stock Holding History

Bruderman Asset 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
2019
Q2 		– Sell
-100
Closed -$13K – 572
2019
Q1 		$13K Hold
100
– – ﹤0.01% 415
2018
Q4 		$11K Buy
+100
New +$11.3K ﹤0.01% 422
2016
Q2 		– Sell
-33
Closed -$6K – 395
2016
Q1 		$6K Hold
33
– – ﹤0.01% 357
2015
Q4 		$5K Hold
33
– – ﹤0.01% 372
2015
Q3 		$5K Hold
33
– – ﹤0.01% 381
2015
Q2 		$6K Hold
33
– – ﹤0.01% 382
2015
Q1 		$7K Buy
+33
New +$6.7K ﹤0.01% 364

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 $3.38T AUM 44.17% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
LSV Asset Management
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Bruderman Asset Management's WHR Position: Q2 2019 in Review

Bruderman Asset Management sold out of Whirlpool (WHR) in Q2 2019, closing a stake of 100 shares — an estimated $13K sold.

Bruderman Asset Management first reported a position in WHR in Q1 2015 and held it in 7 quarters. The position peaked at $13K in Q1 2019. 521 funds tracked by Wall St. Rank hold WHR as of Q2 2019.

  • Bruderman Asset Management reported no remaining Whirlpool position as of Q2 2019 after selling out during the quarter.
  • Bruderman Asset Management sold 100 Whirlpool shares in Q2 2019, an estimated $13K.
  • Bruderman Asset Management first reported a position in Whirlpool in Q1 2015 and held it in 7 quarters.
  • Bruderman Asset Management's Whirlpool position peaked at $13K in Q1 2019.
  • 521 funds tracked by Wall St. Rank held Whirlpool as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.