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Tower Bridge Advisors’s Whirlpool WHR Stock Holding History

Tower Bridge 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
2019
Q2 		– Sell
-2,540
Closed -$338K – 214
2019
Q1 		$338K Sell
2,540
-2,105
-45% -$278K 0.04% 160
2018
Q4 		$496K Sell
4,645
-500
-10% -$56.7K 0.06% 142
2018
Q3 		$611K Buy
5,145
+550
+12% +$72.9K 0.06% 139
2018
Q2 		$672K Sell
4,595
-56,112
-92% -$8.53M 0.07% 136
2018
Q1 		$9.29M Sell
60,707
-528
-0.9% -$88.2K 1.03% 36
2017
Q4 		$10.3M Buy
61,235
+2,355
+4% +$399K 1.11% 36
2017
Q3 		$10.9M Buy
58,880
+12,447
+27% +$2.23M 1.23% 29
2017
Q2 		$8.9M Buy
46,433
+3,949
+9% +$722K 1.02% 38
2017
Q1 		$7.28M Buy
42,484
+3,453
+9% +$613K 0.85% 46
2016
Q4 		$7.09M Buy
39,031
+2,647
+7% +$438K 0.86% 42
2016
Q3 		$5.9M Buy
36,384
+103
+0.3% +$18.2K 0.72% 51
2016
Q2 		$6.05M Sell
36,281
-1,158
-3% -$204K 0.75% 50
2016
Q1 		$6.75M Buy
37,439
+7,324
+24% +$1.09M 0.84% 46
2015
Q4 		$4.42M Buy
30,115
+7,455
+33% +$1.16M 0.58% 60
2015
Q3 		$3.34M Sell
22,660
-110
-0.5% -$18.6K 0.46% 66
2015
Q2 		$3.94M Sell
22,770
-115
-0.5% -$21.6K 0.5% 64
2015
Q1 		$4.62M Sell
22,885
-650
-3% -$132K 0.59% 60
2014
Q4 		$4.56M Sell
23,535
-600
-2% -$103K 0.56% 64
2014
Q3 		$3.52M Sell
24,135
-1,100
-4% -$163K 0.44% 70
2014
Q2 		$3.51M Sell
25,235
-750
-3% -$110K 0.43% 70
2014
Q1 		$3.88M Sell
25,985
-3,200
-11% -$463K 0.5% 63
2013
Q4 		$4.58M Sell
29,185
-2,500
-8% -$367K 0.6% 58
2013
Q3 		$4.64M Sell
31,685
-9,243
-23% -$1.22M 0.67% 57
2013
Q2 		$4.68M Buy
+40,928
New +$4.96M 0.69% 56

Other funds holding WHR

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
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 $3.37T 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
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Tower Bridge Advisors's WHR Position: Q2 2019 in Review

Tower Bridge Advisors sold out of Whirlpool (WHR) in Q2 2019, closing a stake of 2,540 shares — an estimated $338K sold.

Tower Bridge Advisors first reported a position in WHR in Q2 2013 and held it in 24 quarters. The position peaked at $10.9M in Q3 2017. 521 funds tracked by Wall St. Rank hold WHR as of Q2 2019.

  • Tower Bridge Advisors reported no remaining Whirlpool position as of Q2 2019 after selling out during the quarter.
  • Tower Bridge Advisors sold 2,540 Whirlpool shares in Q2 2019, an estimated $338K.
  • Tower Bridge Advisors first reported a position in Whirlpool in Q2 2013 and held it in 24 quarters.
  • Tower Bridge Advisors's Whirlpool position peaked at $10.9M in Q3 2017.
  • 521 funds tracked by Wall St. Rank held Whirlpool as of Q2 2019.

Based on Tower Bridge Advisors's 13F filing for Q2 2019, filed 6 Aug 2019.