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FDx Advisors’s Whirlpool WHR Stock Holding History

FDx Advisors’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
-1,705
Closed -$202K – 833
2018
Q3 		$202K Buy
1,705
+27
+2% +$3.58K 0.01% 835
2018
Q2 		$245K Sell
1,678
-72
-4% -$10.9K 0.01% 791
2018
Q1 		$268K Sell
1,750
-335
-16% -$56K 0.01% 1025
2017
Q4 		$352K Sell
2,085
-570
-21% -$96.6K 0.01% 950
2017
Q3 		$490K Buy
+2,655
New +$475K 0.01% 815
2015
Q2 		– Sell
-4,700
Closed -$960K – 1038
2015
Q1 		$960K Sell
4,700
-244
-5% -$49.6K 0.02% 616
2014
Q4 		$958K Sell
4,944
-943
-16% -$162K 0.06% 316
2014
Q3 		$857K Sell
5,887
-254
-4% -$37.5K 0.06% 372
2014
Q2 		$855K Buy
6,141
+1,932
+46% +$284K 0.06% 379
2014
Q1 		$629K Sell
4,209
-936
-18% -$135K 0.05% 374
2013
Q4 		$807K Sell
5,145
-1,384
-21% -$203K 0.08% 245
2013
Q3 		$956K Buy
6,529
+2,664
+69% +$352K 0.11% 173
2013
Q2 		$442K Buy
+3,865
New +$469K 0.06% 283

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 $5.7T 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