Emerson Wealth’s Whirlpool WHR Stock Holding History

Emerson Wealth’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
2019 Q2	–	Sell	-20,000	Closed	-$2.66M	–	33
2019 Q1	$2.66M	Hold	20,000	–	–	2.03%	9
2018 Q4	$2.14M	Buy	+20,000	New	+$2.27M	2.06%	8

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

AIG

American International Group New York $2.93M AUM 12.08% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Emerson Wealth's WHR Position: Q2 2019 in Review

Emerson Wealth sold out of Whirlpool (WHR) in Q2 2019, closing a stake of 20,000 shares — an estimated $2.66M sold.

Emerson Wealth first reported a position in WHR in Q4 2018 and held it in 2 quarters. The position peaked at $2.66M in Q1 2019. 521 funds tracked by Wall St. Rank hold WHR as of Q2 2019.

Emerson Wealth reported no remaining Whirlpool position as of Q2 2019 after selling out during the quarter.
Emerson Wealth sold 20,000 Whirlpool shares in Q2 2019, an estimated $2.66M.
Emerson Wealth first reported a position in Whirlpool in Q4 2018 and held it in 2 quarters.
Emerson Wealth's Whirlpool position peaked at $2.66M in Q1 2019.
521 funds tracked by Wall St. Rank held Whirlpool as of Q2 2019.

Based on Emerson Wealth's 13F filing for Q2 2019, filed 27 Sep 2019.