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Clarfeld Financial Advisors’s Whirlpool WHR Stock Holding History

Clarfeld Financial 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 		$2K Buy
+22
New +$2.5K ﹤0.01% 470

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
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

Clarfeld Financial Advisors's WHR Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in Whirlpool (WHR) in Q4 2018: 22 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #470 among its holdings.

527 funds tracked by Wall St. Rank hold WHR as of Q4 2018.

  • Clarfeld Financial Advisors held 22 shares of Whirlpool worth $2K as of Q4 2018.
  • Whirlpool was a new Clarfeld Financial Advisors position in Q4 2018.
  • Whirlpool made up ﹤0.01% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #470 holding.
  • 527 funds tracked by Wall St. Rank held Whirlpool as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.