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	–	439
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 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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Clear Perspective Advisors's WHR Position: Q3 2018 in Review

Clear Perspective Advisors sold out of Whirlpool (WHR) in Q3 2018, closing a stake of 1,163 shares — an estimated $170K sold.

Clear Perspective Advisors first reported a position in WHR in Q4 2016 and held it in 7 quarters. The position peaked at $372K in Q4 2016. 560 funds tracked by Wall St. Rank hold WHR as of Q3 2018.

Clear Perspective Advisors reported no remaining Whirlpool position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 1,163 Whirlpool shares in Q3 2018, an estimated $170K.
Clear Perspective Advisors first reported a position in Whirlpool in Q4 2016 and held it in 7 quarters.
Clear Perspective Advisors's Whirlpool position peaked at $372K in Q4 2016.
560 funds tracked by Wall St. Rank held Whirlpool as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.