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Krilogy Financial’s Whirlpool WHR Stock Holding History

Krilogy Financial’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 		– Sell
-46
Closed -$5K – 685
2018
Q3 		$5K Buy
+46
New +$6.1K ﹤0.01% 629
2018
Q2 		– Sell
-46
Closed -$7K – 632
2018
Q1 		$7K Hold
46
– – ﹤0.01% 572
2017
Q4 		$8K Hold
46
– – ﹤0.01% 548
2017
Q3 		$8K Hold
46
– – ﹤0.01% 605
2017
Q2 		$9K Hold
46
– – ﹤0.01% 549
2017
Q1 		$8K Hold
46
– – ﹤0.01% 541
2016
Q4 		$8K Hold
46
– – ﹤0.01% 541
2016
Q3 		$7K Hold
46
– – ﹤0.01% 571
2016
Q2 		$8K Sell
46
-50
-52% -$8.82K ﹤0.01% 565
2016
Q1 		$17K Buy
+96
New +$14.3K 0.01% 413
2015
Q4 		– Sell
-46
Closed -$7K – 612
2015
Q3 		$7K Buy
+46
New +$7.78K ﹤0.01% 434

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

Krilogy Financial's WHR Position: Q4 2018 in Review

Krilogy Financial sold out of Whirlpool (WHR) in Q4 2018, closing a stake of 46 shares — an estimated $5K sold.

Krilogy Financial first reported a position in WHR in Q3 2015 and held it in 11 quarters. The position peaked at $17K in Q1 2016. 527 funds tracked by Wall St. Rank hold WHR as of Q4 2018.

  • Krilogy Financial reported no remaining Whirlpool position as of Q4 2018 after selling out during the quarter.
  • Krilogy Financial sold 46 Whirlpool shares in Q4 2018, an estimated $5K.
  • Krilogy Financial first reported a position in Whirlpool in Q3 2015 and held it in 11 quarters.
  • Krilogy Financial's Whirlpool position peaked at $17K in Q1 2016.
  • 527 funds tracked by Wall St. Rank held Whirlpool as of Q4 2018.

Based on Krilogy Financial's 13F filing for Q4 2018, filed 14 Feb 2019.