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Security National Trust’s Whirlpool WHR Stock Holding History

Security National Trust’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
2017
Q4 		– Sell
-33
Closed -$6K – 398
2017
Q3 		$6K Hold
33
– – ﹤0.01% 370
2017
Q2 		$6K Hold
33
– – ﹤0.01% 385
2017
Q1 		$6K Hold
33
– – ﹤0.01% 391
2016
Q4 		$6K Hold
33
– – ﹤0.01% 396
2016
Q3 		$5K Hold
33
– – ﹤0.01% 422
2016
Q2 		$5K Buy
+33
New +$5.82K ﹤0.01% 422

Other funds holding WHR

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
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Security National Trust's WHR Position: Q4 2017 in Review

Security National Trust sold out of Whirlpool (WHR) in Q4 2017, closing a stake of 33 shares — an estimated $6K sold.

Security National Trust first reported a position in WHR in Q2 2016 and held it in 6 quarters. The position peaked at $6K in Q3 2017. 639 funds tracked by Wall St. Rank hold WHR as of Q4 2017.

  • Security National Trust reported no remaining Whirlpool position as of Q4 2017 after selling out during the quarter.
  • Security National Trust sold 33 Whirlpool shares in Q4 2017, an estimated $6K.
  • Security National Trust first reported a position in Whirlpool in Q2 2016 and held it in 6 quarters.
  • Security National Trust's Whirlpool position peaked at $6K in Q3 2017.
  • 639 funds tracked by Wall St. Rank held Whirlpool as of Q4 2017.

Based on Security National Trust's 13F filing for Q4 2017, filed 30 Jan 2018.