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Financial Architects (New Jersey)’s Whirlpool WHR Stock Holding History

Financial Architects (New Jersey)’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
-225
Closed -$32K – 1197
2019
Q2 		$32K Sell
225
-1,940
-90% -$260K 0.01% 609
2019
Q1 		$288K Sell
2,165
-96
-4% -$12.7K 0.05% 241
2018
Q4 		$242K Hold
2,261
– – 0.05% 238
2018
Q3 		$268K Hold
2,261
– – 0.04% 257
2018
Q2 		$330K Sell
2,261
-9
-0.4% -$1.37K 0.06% 212
2018
Q1 		$348K Buy
2,270
+1,049
+86% +$175K 0.07% 205
2017
Q4 		$206K Sell
1,221
-15
-1% -$2.54K 0.03% 319
2017
Q3 		$228K Hold
1,236
– – 0.04% 297
2017
Q2 		$237K Sell
1,236
-381
-24% -$69.7K 0.04% 282
2017
Q1 		$277K Buy
1,617
+915
+130% +$162K 0.05% 228
2016
Q4 		$128K Sell
702
-35
-5% -$5.79K 0.03% 337
2016
Q3 		$120K Buy
737
+433
+142% +$76.7K 0.03% 354
2016
Q2 		$51K Buy
304
+293
+2,664% +$51.7K 0.01% 532
2016
Q1 		$2K Buy
+11
New +$1.64K ﹤0.01% 1086
2015
Q3 		– Sell
-76
Closed -$13K – 923
2015
Q2 		$13K Hold
76
– – ﹤0.01% 738
2015
Q1 		$15K Buy
76
+20
+36% +$4.06K 0.01% 639
2014
Q4 		$11K Buy
56
+4
+8% +$687 ﹤0.01% 653
2014
Q3 		$8K Buy
+52
New +$7.69K ﹤0.01% 667
2013
Q4 		– Sell
-32
Closed -$5K – 569
2013
Q3 		$5K Buy
+32
New +$4.23K ﹤0.01% 584

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

Financial Architects (New Jersey)'s WHR Position: Q3 2019 in Review

Financial Architects (New Jersey) sold out of Whirlpool (WHR) in Q3 2019, closing a stake of 225 shares — an estimated $32K sold.

Financial Architects (New Jersey) first reported a position in WHR in Q3 2013 and held it in 19 quarters. The position peaked at $348K in Q1 2018. 536 funds tracked by Wall St. Rank hold WHR as of Q3 2019.

  • Financial Architects (New Jersey) reported no remaining Whirlpool position as of Q3 2019 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 225 Whirlpool shares in Q3 2019, an estimated $32K.
  • Financial Architects (New Jersey) first reported a position in Whirlpool in Q3 2013 and held it in 19 quarters.
  • Financial Architects (New Jersey)'s Whirlpool position peaked at $348K in Q1 2018.
  • 536 funds tracked by Wall St. Rank held Whirlpool as of Q3 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2019, filed 6 Nov 2019.