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United Capital Management of KS’s Whirlpool WHR Stock Holding History

United Capital Management of KS’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
Q4 		– Sell
-1,730
Closed -$213K – 117
2018
Q3 		$213K Buy
+1,730
New +$229K 0.17% 108

Other funds holding WHR

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
AIG
American International Group New York $609M AUM 23.67% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
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
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

United Capital Management of KS's WHR Position: Q4 2018 in Review

United Capital Management of KS sold out of Whirlpool (WHR) in Q4 2018, closing a stake of 1,730 shares — an estimated $213K sold.

United Capital Management of KS first reported a position in WHR in Q3 2018 and held it in 1 quarter. The position peaked at $213K in Q3 2018. 527 funds tracked by Wall St. Rank hold WHR as of Q4 2018.

  • United Capital Management of KS reported no remaining Whirlpool position as of Q4 2018 after selling out during the quarter.
  • United Capital Management of KS sold 1,730 Whirlpool shares in Q4 2018, an estimated $213K.
  • United Capital Management of KS first reported a position in Whirlpool in Q3 2018 and held it in 1 quarter.
  • United Capital Management of KS's Whirlpool position peaked at $213K in Q3 2018.
  • 527 funds tracked by Wall St. Rank held Whirlpool as of Q4 2018.

Based on United Capital Management of KS's 13F filing for Q4 2018, filed 10 Jan 2019.