Smith Salley Wealth Management’s Whirlpool WHR Stock Holding History

Smith Salley Wealth 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	-1,500	Closed	-$219K	–	193
2018 Q2	$219K	Hold	1,500	–	–	0.04%	172
2018 Q1	$230K	Sell	1,500 -12	-0.8%	-$2K	0.04%	165
2017 Q4	$255K	Buy	1,512 +12	+0.8%	+$2.03K	0.05%	155
2017 Q3	$277K	Hold	1,500	–	–	0.05%	141
2017 Q2	$287K	Hold	1,500	–	–	0.06%	141
2017 Q1	$257K	Hold	1,500	–	–	0.05%	147
2016 Q4	$273K	Hold	1,500	–	–	0.06%	130
2016 Q3	$243K	Hold	1,500	–	–	0.05%	137
2016 Q2	$250K	Hold	1,500	–	–	0.06%	140
2016 Q1	$271K	Hold	1,500	–	–	0.07%	130
2015 Q4	$220K	Hold	1,500	–	–	0.05%	143
2015 Q3	$221K	Hold	1,500	–	–	0.06%	143
2015 Q2	$260K	Hold	1,500	–	–	0.07%	138
2015 Q1	$303K	Hold	1,500	–	–	0.08%	136
2014 Q4	$291K	Hold	1,500	–	–	0.08%	142
2014 Q3	$218K	Buy	+1,500	New	+$222K	0.06%	165

Other funds holding WHR

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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 Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

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

Smith Salley Wealth Management's WHR Position: Q3 2018 in Review

Smith Salley Wealth Management sold out of Whirlpool (WHR) in Q3 2018, closing a stake of 1,500 shares — an estimated $219K sold.

Smith Salley Wealth Management first reported a position in WHR in Q3 2014 and held it in 16 quarters. The position peaked at $303K in Q1 2015. 560 funds tracked by Wall St. Rank hold WHR as of Q3 2018.

Smith Salley Wealth Management reported no remaining Whirlpool position as of Q3 2018 after selling out during the quarter.
Smith Salley Wealth Management sold 1,500 Whirlpool shares in Q3 2018, an estimated $219K.
Smith Salley Wealth Management first reported a position in Whirlpool in Q3 2014 and held it in 16 quarters.
Smith Salley Wealth Management's Whirlpool position peaked at $303K in Q1 2015.
560 funds tracked by Wall St. Rank held Whirlpool as of Q3 2018.

Based on Smith Salley Wealth Management's 13F filing for Q3 2018, filed 6 Nov 2018.