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Orleans Capital Management’s Whirlpool WHR Stock Holding History

Orleans Capital 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
-1,560
Closed -$228K – 90
2018
Q2 		$228K Buy
+1,560
New +$237K 0.16% 80

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State Street
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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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Orleans Capital Management's WHR Position: Q3 2018 in Review

Orleans Capital Management sold out of Whirlpool (WHR) in Q3 2018, closing a stake of 1,560 shares — an estimated $228K sold.

Orleans Capital Management first reported a position in WHR in Q2 2018 and held it in 1 quarter. The position peaked at $228K in Q2 2018. 561 funds tracked by Wall St. Rank hold WHR as of Q3 2018.

  • Orleans Capital Management reported no remaining Whirlpool position as of Q3 2018 after selling out during the quarter.
  • Orleans Capital Management sold 1,560 Whirlpool shares in Q3 2018, an estimated $228K.
  • Orleans Capital Management first reported a position in Whirlpool in Q2 2018 and held it in 1 quarter.
  • Orleans Capital Management's Whirlpool position peaked at $228K in Q2 2018.
  • 561 funds tracked by Wall St. Rank held Whirlpool as of Q3 2018.

Based on Orleans Capital Management's 13F filing for Q3 2018, filed 15 Nov 2018.