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Financial Gravity Companies’s Whirlpool WHR Stock Holding History

Financial Gravity Companies’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 		$1K Buy
+11
New +$1.25K ﹤0.01% 1254
2018
Q1 		$278K Buy
1,804
+229
+15% +$38.3K 0.28% 59
2017
Q4 		$286K Buy
+1,575
New +$267K 0.33% 54

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 $3.38T AUM 44.17% 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

Financial Gravity Companies's WHR Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Whirlpool (WHR) in Q4 2018: 11 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1254 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in WHR as recently as Q1 2018.

Financial Gravity Companies first reported a position in WHR in Q4 2017 and has held it in 3 quarters since. The position peaked at $286K in Q4 2017. 528 funds tracked by Wall St. Rank hold WHR as of Q4 2018.

  • Financial Gravity Companies held 11 shares of Whirlpool worth $1K as of Q4 2018.
  • Whirlpool was a new Financial Gravity Companies position in Q4 2018.
  • Whirlpool made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #1254 holding.
  • Financial Gravity Companies first reported a position in Whirlpool in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's Whirlpool position peaked at $286K in Q4 2017.
  • 528 funds tracked by Wall St. Rank held Whirlpool as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.