EWM
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Executive Wealth Management’s Whirlpool WHR Stock Holding History

Executive 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
2019
Q3 		– Sell
-101
Closed -$14K – 804
2019
Q2 		$14K Buy
101
+1
+1% +$134 ﹤0.01% 550
2019
Q1 		$13K Hold
100
– – ﹤0.01% 507
2018
Q4 		$11K Buy
+100
New +$11.3K ﹤0.01% 552

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 $169B AUM 114.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GA
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
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Executive Wealth Management's WHR Position: Q3 2019 in Review

Executive Wealth Management sold out of Whirlpool (WHR) in Q3 2019, closing a stake of 101 shares — an estimated $14K sold.

Executive Wealth Management first reported a position in WHR in Q4 2018 and held it in 3 quarters. The position peaked at $14K in Q2 2019. 537 funds tracked by Wall St. Rank hold WHR as of Q3 2019.

  • Executive Wealth Management reported no remaining Whirlpool position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 101 Whirlpool shares in Q3 2019, an estimated $14K.
  • Executive Wealth Management first reported a position in Whirlpool in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Whirlpool position peaked at $14K in Q2 2019.
  • 537 funds tracked by Wall St. Rank held Whirlpool as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.