FineMark National Bank & Trust
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FineMark National Bank & Trust’s Whirlpool WHR Stock Holding History

FineMark National Bank & Trust’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
-1,200
Closed -$202K – 407
2017
Q4 		$202K Hold
1,200
– – 0.01% 351
2017
Q3 		$221K Sell
1,200
-3
-0.2% -$536 0.01% 342
2017
Q2 		$231K Sell
1,203
-62
-5% -$11.3K 0.02% 322
2017
Q1 		$217K Hold
1,265
– – 0.02% 334
2016
Q4 		$230K Hold
1,265
– – 0.02% 315
2016
Q3 		$206K Buy
1,265
+620
+96% +$110K 0.02% 323
2016
Q2 		$108K Buy
645
+256
+66% +$45.2K 0.01% 423
2016
Q1 		$70K Sell
389
-2
-0.5% -$298 0.01% 500
2015
Q4 		$57K Sell
391
-1
-0.3% -$155 0.01% 569
2015
Q3 		$58K Sell
392
-15
-4% -$2.54K 0.01% 587
2015
Q2 		$71K Sell
407
-56
-12% -$10.5K 0.01% 563
2015
Q1 		$94K Buy
463
+6
+1% +$1.22K 0.01% 502
2014
Q4 		$89K Buy
457
+71
+18% +$12.2K 0.01% 511
2014
Q3 		$57K Buy
386
+16
+4% +$2.37K 0.01% 602
2014
Q2 		$52K Buy
370
+32
+9% +$4.7K 0.01% 627
2014
Q1 		$51K Hold
338
– – 0.01% 607
2013
Q4 		$53K Hold
338
– – 0.01% 564
2013
Q3 		$49K Sell
338
-162
-32% -$21.4K 0.01% 578
2013
Q2 		$57K Buy
+500
New +$60.6K 0.02% 533

Other funds holding WHR

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
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Lyrical Asset Management
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

FineMark National Bank & Trust's WHR Position: Q1 2018 in Review

FineMark National Bank & Trust sold out of Whirlpool (WHR) in Q1 2018, closing a stake of 1,200 shares — an estimated $202K sold.

FineMark National Bank & Trust first reported a position in WHR in Q2 2013 and held it in 19 quarters. The position peaked at $231K in Q2 2017. 624 funds tracked by Wall St. Rank hold WHR as of Q1 2018.

  • FineMark National Bank & Trust reported no remaining Whirlpool position as of Q1 2018 after selling out during the quarter.
  • FineMark National Bank & Trust sold 1,200 Whirlpool shares in Q1 2018, an estimated $202K.
  • FineMark National Bank & Trust first reported a position in Whirlpool in Q2 2013 and held it in 19 quarters.
  • FineMark National Bank & Trust's Whirlpool position peaked at $231K in Q2 2017.
  • 624 funds tracked by Wall St. Rank held Whirlpool as of Q1 2018.

Based on FineMark National Bank & Trust's 13F filing for Q1 2018, filed 26 Apr 2018.