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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 – 1037
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 $169B AUM 114.72% 1-Year Est. Return
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
AIG
American International Group New York $2.93M AUM 12.08% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 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

FDx Advisors's WHR Position: Q4 2018 in Review

FDx Advisors sold out of Whirlpool (WHR) in Q4 2018, closing a stake of 1,705 shares — an estimated $202K sold.

FDx Advisors first reported a position in WHR in Q2 2013 and held it in 13 quarters. The position peaked at $960K in Q1 2015. 527 funds tracked by Wall St. Rank hold WHR as of Q4 2018.

  • FDx Advisors reported no remaining Whirlpool position as of Q4 2018 after selling out during the quarter.
  • FDx Advisors sold 1,705 Whirlpool shares in Q4 2018, an estimated $202K.
  • FDx Advisors first reported a position in Whirlpool in Q2 2013 and held it in 13 quarters.
  • FDx Advisors's Whirlpool position peaked at $960K in Q1 2015.
  • 527 funds tracked by Wall St. Rank held Whirlpool as of Q4 2018.

Based on FDx Advisors's 13F filing for Q4 2018, filed 7 Feb 2019.