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Lugano Financial Advisors SA (LFA)’s Whirlpool WHR Stock Holding History

Lugano Financial Advisors SA (LFA)’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
-1,600
Closed -$190K – 180
2018
Q4 		$190K Hold
1,600
– – 0.13% 81
2018
Q3 		$190K Buy
1,600
+1,002
+168% +$133K 0.13% 81
2018
Q2 		$87K Buy
+598
New +$90.9K 0.08% 87

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
State Street
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
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

Lugano Financial Advisors SA (LFA)'s WHR Position: Q1 2019 in Review

Lugano Financial Advisors SA (LFA) sold out of Whirlpool (WHR) in Q1 2019, closing a stake of 1,600 shares — an estimated $190K sold.

Lugano Financial Advisors SA (LFA) first reported a position in WHR in Q2 2018 and held it in 3 quarters. The position peaked at $190K in Q4 2018. 556 funds tracked by Wall St. Rank hold WHR as of Q1 2019.

  • Lugano Financial Advisors SA (LFA) reported no remaining Whirlpool position as of Q1 2019 after selling out during the quarter.
  • Lugano Financial Advisors SA (LFA) sold 1,600 Whirlpool shares in Q1 2019, an estimated $190K.
  • Lugano Financial Advisors SA (LFA) first reported a position in Whirlpool in Q2 2018 and held it in 3 quarters.
  • Lugano Financial Advisors SA (LFA)'s Whirlpool position peaked at $190K in Q4 2018.
  • 556 funds tracked by Wall St. Rank held Whirlpool as of Q1 2019.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q1 2019, filed 30 Apr 2019.