Sheaff Brock Investment Advisors’s Whirlpool WHR Stock Holding History

Sheaff Brock Investment Advisors’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	-34,677	Closed	-$5.07M	–	560
2018 Q2	$5.07M	Buy	34,677 +688	+2%	+$105K	0.5%	41
2018 Q1	$5.2M	Buy	33,989 +1,997	+6%	+$334K	0.54%	39
2017 Q4	$5.39M	Buy	31,992 +313	+1%	+$53K	0.7%	36
2017 Q3	$5.84M	Buy	+31,679	New	+$5.66M	0.77%	31
2017 Q1	–	Sell	-3,825	Closed	-$695K	–	641
2016 Q4	$695K	Sell	3,825 -5,285	-58%	-$875K	0.09%	229
2016 Q3	$1.48M	Buy	9,110 +3,166	+53%	+$561K	0.2%	108
2016 Q2	$991K	Buy	+5,944	New	+$1.05M	0.13%	168

Other funds holding WHR

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

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

BlackRock New York $5.72T 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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sheaff Brock Investment Advisors's WHR Position: Q3 2018 in Review

Sheaff Brock Investment Advisors sold out of Whirlpool (WHR) in Q3 2018, closing a stake of 34,677 shares — an estimated $5.07M sold.

Sheaff Brock Investment Advisors first reported a position in WHR in Q2 2016 and held it in 7 quarters. The position peaked at $5.84M in Q3 2017. 559 funds tracked by Wall St. Rank hold WHR as of Q3 2018.

Sheaff Brock Investment Advisors reported no remaining Whirlpool position as of Q3 2018 after selling out during the quarter.
Sheaff Brock Investment Advisors sold 34,677 Whirlpool shares in Q3 2018, an estimated $5.07M.
Sheaff Brock Investment Advisors first reported a position in Whirlpool in Q2 2016 and held it in 7 quarters.
Sheaff Brock Investment Advisors's Whirlpool position peaked at $5.84M in Q3 2017.
559 funds tracked by Wall St. Rank held Whirlpool as of Q3 2018.

Based on Sheaff Brock Investment Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.