PCP
WHR icon

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 – 1542
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 – 1326
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 – 1186
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Proficio Capital Partners's WHR Position: Q3 2019 in Review

Proficio Capital Partners sold out of Whirlpool (WHR) in Q3 2019, closing a stake of 71 shares — an estimated $10K sold.

Proficio Capital Partners first reported a position in WHR in Q4 2015 and held it in 12 quarters. The position peaked at $11K in Q3 2017. 536 funds tracked by Wall St. Rank hold WHR as of Q3 2019.

  • Proficio Capital Partners reported no remaining Whirlpool position as of Q3 2019 after selling out during the quarter.
  • Proficio Capital Partners sold 71 Whirlpool shares in Q3 2019, an estimated $10K.
  • Proficio Capital Partners first reported a position in Whirlpool in Q4 2015 and held it in 12 quarters.
  • Proficio Capital Partners's Whirlpool position peaked at $11K in Q3 2017.
  • 536 funds tracked by Wall St. Rank held Whirlpool as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.