TrueWealth LLC’s Whirlpool WHR Stock Holding History

TrueWealth LLC’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 Q1	–	Sell	-62	Closed	-$10K	–	923
2017 Q4	$10K	Buy	+62	New	+$10.5K	﹤0.01%	515

Other funds holding WHR

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

Primecap Management Pasadena, California $127B AUM 44.11% 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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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

TrueWealth LLC's WHR Position: Q1 2018 in Review

TrueWealth LLC sold out of Whirlpool (WHR) in Q1 2018, closing a stake of 62 shares — an estimated $10K sold.

TrueWealth LLC first reported a position in WHR in Q4 2017 and held it in 1 quarter. The position peaked at $10K in Q4 2017. 622 funds tracked by Wall St. Rank hold WHR as of Q1 2018.

TrueWealth LLC reported no remaining Whirlpool position as of Q1 2018 after selling out during the quarter.
TrueWealth LLC sold 62 Whirlpool shares in Q1 2018, an estimated $10K.
TrueWealth LLC first reported a position in Whirlpool in Q4 2017 and held it in 1 quarter.
TrueWealth LLC's Whirlpool position peaked at $10K in Q4 2017.
622 funds tracked by Wall St. Rank held Whirlpool as of Q1 2018.

Based on TrueWealth LLC's 13F filing for Q1 2018, filed 30 Apr 2018.