Clear Perspective Advisors’s Whirlpool WHR Stock Holding History

Clear Perspective 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 Q3	–	Sell	-1,163	Closed	-$170K	–	442
2018 Q2	$170K	Sell	1,163 -7	-0.6%	-$1.06K	0.12%	149
2018 Q1	$179K	Hold	1,170	–	–	0.13%	140
2017 Q4	$197K	Buy	1,170 +500	+75%	+$84.7K	0.15%	133
2017 Q3	$124K	Hold	670	–	–	0.1%	167
2017 Q2	$128K	Hold	670	–	–	0.11%	153
2017 Q1	$115K	Sell	670 -1,375	-67%	-$244K	0.08%	157
2016 Q4	$372K	Buy	+2,045	New	+$339K	0.25%	84

Other funds holding WHR

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Newport Trust Company

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return