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Edge Advisors’s Whirlpool WHR Stock Holding History

Edge 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 		$1K Sell
8
-57
-88% -$8.66K ﹤0.01% 818
2018
Q1 		$9K Buy
65
+7
+12% +$1.17K ﹤0.01% 721
2017
Q4 		$9K Buy
58
+10
+21% +$1.69K ﹤0.01% 751
2017
Q3 		$8K Buy
48
+40
+500% +$7.15K ﹤0.01% 738
2017
Q2 		$1K Hold
8
– – ﹤0.01% 901
2017
Q1 		$1K Hold
8
– – ﹤0.01% 912
2016
Q4 		$1K Buy
+8
New +$1.32K ﹤0.01% 823

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

Edge Advisors's WHR Position: Q2 2018 in Review

Edge Advisors reduced its Whirlpool (WHR) stake by 88% in Q2 2018, selling an estimated $8.66K and leaving 8 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #818.

Edge Advisors first reported a position in WHR in Q4 2016 and has held it in 7 quarters since. The position peaked at $9K in Q1 2018. 590 funds tracked by Wall St. Rank hold WHR as of Q2 2018.

  • Edge Advisors held 8 shares of Whirlpool worth $1K as of Q2 2018.
  • Edge Advisors sold 57 Whirlpool shares in Q2 2018, an estimated $8.66K.
  • Whirlpool made up ﹤0.01% of Edge Advisors's portfolio in Q2 2018, its #818 holding.
  • Edge Advisors first reported a position in Whirlpool in Q4 2016 and has held it in 7 quarters since.
  • Edge Advisors's Whirlpool position peaked at $9K in Q1 2018.
  • 590 funds tracked by Wall St. Rank held Whirlpool as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.