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Evercore Wealth Management’s Whirlpool WHR Stock Holding History

Evercore Wealth 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
Q1 		– Sell
-141
Closed -$24K – 800
2017
Q4 		$24K Hold
141
– – ﹤0.01% 703
2017
Q3 		$26K Sell
141
-20
-12% -$3.58K ﹤0.01% 662
2017
Q2 		$31K Sell
161
-62
-28% -$11.3K ﹤0.01% 643
2017
Q1 		$38K Buy
223
+33
+17% +$5.86K ﹤0.01% 643
2016
Q4 		$34K Buy
190
+70
+58% +$11.6K ﹤0.01% 673
2016
Q3 		$19K Hold
120
– – ﹤0.01% 783
2016
Q2 		$20K Buy
+120
New +$21.2K ﹤0.01% 760

Other funds holding WHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
LSV Asset Management
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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Evercore Wealth Management's WHR Position: Q1 2018 in Review

Evercore Wealth Management sold out of Whirlpool (WHR) in Q1 2018, closing a stake of 141 shares — an estimated $24K sold.

Evercore Wealth Management first reported a position in WHR in Q2 2016 and held it in 7 quarters. The position peaked at $38K in Q1 2017. 623 funds tracked by Wall St. Rank hold WHR as of Q1 2018.

  • Evercore Wealth Management reported no remaining Whirlpool position as of Q1 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 141 Whirlpool shares in Q1 2018, an estimated $24K.
  • Evercore Wealth Management first reported a position in Whirlpool in Q2 2016 and held it in 7 quarters.
  • Evercore Wealth Management's Whirlpool position peaked at $38K in Q1 2017.
  • 623 funds tracked by Wall St. Rank held Whirlpool as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.