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Clearwater Capital Advisors’s Whirlpool WHR Stock Holding History

Clearwater Capital 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
Q2 		– Sell
-826
Closed -$126K – 561
2018
Q1 		$126K Buy
+826
New +$138K 0.03% 216

Other funds holding WHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
LAM
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

Clearwater Capital Advisors's WHR Position: Q2 2018 in Review

Clearwater Capital Advisors sold out of Whirlpool (WHR) in Q2 2018, closing a stake of 826 shares — an estimated $126K sold.

Clearwater Capital Advisors first reported a position in WHR in Q1 2018 and held it in 1 quarter. The position peaked at $126K in Q1 2018. 590 funds tracked by Wall St. Rank hold WHR as of Q2 2018.

  • Clearwater Capital Advisors reported no remaining Whirlpool position as of Q2 2018 after selling out during the quarter.
  • Clearwater Capital Advisors sold 826 Whirlpool shares in Q2 2018, an estimated $126K.
  • Clearwater Capital Advisors first reported a position in Whirlpool in Q1 2018 and held it in 1 quarter.
  • Clearwater Capital Advisors's Whirlpool position peaked at $126K in Q1 2018.
  • 590 funds tracked by Wall St. Rank held Whirlpool as of Q2 2018.

Based on Clearwater Capital Advisors's 13F filing for Q2 2018, filed 16 Aug 2018.