Wealthcare Capital Management’s Whirlpool WHR Stock Holding History

Wealthcare Capital 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
2020 Q1	–	Sell	-5	Closed	-$1K	–	653
2019 Q4	$1K	Buy	+5	New	+$755	﹤0.01%	662
2018 Q1	–	Sell	-12	Closed	-$2K	–	233
2017 Q4	$2K	Buy	+12	New	+$2.03K	﹤0.01%	205
2015 Q2	–	Sell	-6	Closed	-$1K	–	857
2015 Q1	$1K	Buy	+6	New	+$1.22K	﹤0.01%	889
2014 Q4	–	Sell	-47	Closed	-$7K	–	262
2014 Q3	$7K	Buy	+47	New	+$6.95K	﹤0.01%	194

Other funds holding WHR

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

Wealthcare Capital Management's WHR Position: Q1 2020 in Review

Wealthcare Capital Management sold out of Whirlpool (WHR) in Q1 2020, closing a stake of 5 shares — an estimated $1K sold.

Wealthcare Capital Management first reported a position in WHR in Q3 2014 and held it in 4 quarters. The position peaked at $7K in Q3 2014. 503 funds tracked by Wall St. Rank hold WHR as of Q1 2020.

Wealthcare Capital Management reported no remaining Whirlpool position as of Q1 2020 after selling out during the quarter.
Wealthcare Capital Management sold 5 Whirlpool shares in Q1 2020, an estimated $1K.
Wealthcare Capital Management first reported a position in Whirlpool in Q3 2014 and held it in 4 quarters.
Wealthcare Capital Management's Whirlpool position peaked at $7K in Q3 2014.
503 funds tracked by Wall St. Rank held Whirlpool as of Q1 2020.

Based on Wealthcare Capital Management's 13F filing for Q1 2020, filed 29 Apr 2020.