FDO Partners’s Whirlpool WHR Stock Holding History

FDO Partners’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	-3,880	Closed	-$654K	–	131
2017 Q4	$654K	Sell	3,880 -9,404	-71%	-$1.59M	0.56%	69
2017 Q3	$2.45M	Buy	+13,284	New	+$2.38M	0.98%	18
2017 Q2	–	Sell	-27,396	Closed	-$4.69M	–	305
2017 Q1	$4.69M	Buy	+27,396	New	+$4.87M	1.17%	14
2016 Q4	–	Sell	-7,421	Closed	-$1.2M	–	272
2016 Q3	$1.2M	Buy	+7,421	New	+$1.31M	0.52%	89
2016 Q1	–	Sell	-4,908	Closed	-$721K	–	342
2015 Q4	$721K	Buy	+4,908	New	+$761K	0.41%	105

Other funds holding WHR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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 Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FDO Partners's WHR Position: Q1 2018 in Review

FDO Partners sold out of Whirlpool (WHR) in Q1 2018, closing a stake of 3,880 shares — an estimated $654K sold.

FDO Partners first reported a position in WHR in Q4 2015 and held it in 5 quarters. The position peaked at $4.69M in Q1 2017. 622 funds tracked by Wall St. Rank hold WHR as of Q1 2018.

FDO Partners reported no remaining Whirlpool position as of Q1 2018 after selling out during the quarter.
FDO Partners sold 3,880 Whirlpool shares in Q1 2018, an estimated $654K.
FDO Partners first reported a position in Whirlpool in Q4 2015 and held it in 5 quarters.
FDO Partners's Whirlpool position peaked at $4.69M in Q1 2017.
622 funds tracked by Wall St. Rank held Whirlpool as of Q1 2018.

Based on FDO Partners's 13F filing for Q1 2018, filed 14 May 2018.