GBBWRPM
WHR icon

Genovese Burford & Brothers Wealth & Retirement Plan Management’s Whirlpool WHR Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan Management’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
Q3 		– Sell
-350
Closed -$51K – 376
2018
Q2 		$51K Hold
350
– – 0.02% 175
2018
Q1 		$54K Buy
+350
New +$58.5K 0.02% 167

Other funds holding WHR

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
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 $30.5B AUM 29.95% 1-Year Est. Return
LAM
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

Genovese Burford & Brothers Wealth & Retirement Plan Management's WHR Position: Q3 2018 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Whirlpool (WHR) in Q3 2018, closing a stake of 350 shares — an estimated $51K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in WHR in Q1 2018 and held it in 2 quarters. The position peaked at $54K in Q1 2018. 560 funds tracked by Wall St. Rank hold WHR as of Q3 2018.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Whirlpool position as of Q3 2018 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 350 Whirlpool shares in Q3 2018, an estimated $51K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Whirlpool in Q1 2018 and held it in 2 quarters.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's Whirlpool position peaked at $54K in Q1 2018.
  • 560 funds tracked by Wall St. Rank held Whirlpool as of Q3 2018.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q3 2018, filed 13 Nov 2018.