Proficio Capital Partners’s Whirlpool WHR Stock Holding History

Proficio Capital Partners’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 Q3	–	Sell	-71	Closed	-$10K	–	1546
2019 Q2	$10K	Buy	71 +16	+29%	+$2.15K	﹤0.01%	946
2019 Q1	$7K	Buy	55 +13	+31%	+$1.72K	﹤0.01%	1026
2018 Q4	$4K	Buy	42 +30	+250%	+$3.4K	﹤0.01%	917
2018 Q3	$1K	Buy	12 +7	+140%	+$928	﹤0.01%	1207
2018 Q2	$1K	Buy	+5	New	+$760	﹤0.01%	1241
2017 Q4	–	Sell	-61	Closed	-$11K	–	1329
2017 Q3	$11K	Buy	61 +54	+771%	+$9.65K	﹤0.01%	768
2017 Q2	$1K	Buy	7 +3	+75%	+$549	﹤0.01%	1233
2017 Q1	$1K	Buy	+4	New	+$710	﹤0.01%	1261
2016 Q4	–	Sell	-11	Closed	-$2K	–	1187
2016 Q3	$2K	Hold	11	–	–	﹤0.01%	889
2016 Q2	$2K	Buy	11 +4	+57%	+$706	﹤0.01%	845
2016 Q1	$1K	Sell	7 -3	-30%	-$447	﹤0.01%	960
2015 Q4	$1K	Buy	+10	New	+$1.55K	﹤0.01%	818

Other funds holding WHR

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

Primecap Management

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

American International Group New York $609M AUM 23.67% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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