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Estabrook Capital Management’s Whirlpool WHR Stock Holding History

Estabrook Capital Management’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
Q4 		– Sell
-20
Closed -$2.38K – 348
2018
Q3 		$2.38K Sell
20
-1,445
-99% -$192K ﹤0.01% 331
2018
Q2 		$214K Sell
1,465
-16,865
-92% -$2.56M 0.03% 127
2018
Q1 		$2.81M Sell
18,330
-445
-2% -$74.3K 0.44% 58
2017
Q4 		$3.17M Sell
18,775
-327
-2% -$55.4K 0.48% 52
2017
Q3 		$3.52M Buy
19,102
+1,318
+7% +$236K 0.55% 48
2017
Q2 		$3.41M Buy
17,784
+29
+0.2% +$5.3K 0.54% 49
2017
Q1 		$3.04M Buy
17,755
+289
+2% +$51.3K 0.48% 52
2016
Q4 		$3.17M Sell
17,466
-3,872
-18% -$641K 0.5% 51
2016
Q3 		$3.46M Sell
21,338
-363
-2% -$64.3K 0.51% 49
2016
Q2 		$3.62M Buy
21,701
+10,214
+89% +$1.8M 0.54% 49
2016
Q1 		$2.07M Buy
+11,487
New +$1.71M 0.31% 59

Other funds holding WHR

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 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
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
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

Estabrook Capital Management's WHR Position: Q4 2018 in Review

Estabrook Capital Management sold out of Whirlpool (WHR) in Q4 2018, closing a stake of 20 shares — an estimated $2.38K sold.

Estabrook Capital Management first reported a position in WHR in Q1 2016 and held it in 11 quarters. The position peaked at $3.62M in Q2 2016. 526 funds tracked by Wall St. Rank hold WHR as of Q4 2018.

  • Estabrook Capital Management reported no remaining Whirlpool position as of Q4 2018 after selling out during the quarter.
  • Estabrook Capital Management sold 20 Whirlpool shares in Q4 2018, an estimated $2.38K.
  • Estabrook Capital Management first reported a position in Whirlpool in Q1 2016 and held it in 11 quarters.
  • Estabrook Capital Management's Whirlpool position peaked at $3.62M in Q2 2016.
  • 526 funds tracked by Wall St. Rank held Whirlpool as of Q4 2018.

Based on Estabrook Capital Management's 13F filing for Q4 2018, filed 14 Feb 2019.