JOYN Advisors’s Whirlpool WHR Stock Holding History

JOYN Advisors’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 Q1	–	Sell	-214	Closed	-$23K	–	1412
2018 Q4	$23K	Buy	214 +173	+422%	+$19.6K	0.01%	616
2018 Q3	$5K	Buy	41 +4	+11%	+$530	﹤0.01%	1216
2018 Q2	$5K	Buy	+37	New	+$5.62K	﹤0.01%	1158

Other funds holding WHR

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AIG

American International Group New York $2.93M AUM 12.08% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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 Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

JOYN Advisors's WHR Position: Q1 2019 in Review

JOYN Advisors sold out of Whirlpool (WHR) in Q1 2019, closing a stake of 214 shares — an estimated $23K sold.

JOYN Advisors first reported a position in WHR in Q2 2018 and held it in 3 quarters. The position peaked at $23K in Q4 2018. 556 funds tracked by Wall St. Rank hold WHR as of Q1 2019.

JOYN Advisors reported no remaining Whirlpool position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 214 Whirlpool shares in Q1 2019, an estimated $23K.
JOYN Advisors first reported a position in Whirlpool in Q2 2018 and held it in 3 quarters.
JOYN Advisors's Whirlpool position peaked at $23K in Q4 2018.
556 funds tracked by Wall St. Rank held Whirlpool as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.