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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return