Wealthfront’s Whirlpool WHR Stock Holding History

Wealthfront’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
2017 Q4	–	Sell	-1,204	Closed	-$222K	–	523
2017 Q3	$222K	Sell	1,204 -444	-27%	-$79.4K	﹤0.01%	476
2017 Q2	$316K	Buy	1,648 +395	+32%	+$72.3K	﹤0.01%	370
2017 Q1	$215K	Buy	1,253 +65	+5%	+$11.5K	﹤0.01%	408
2016 Q4	$216K	Buy	+1,188	New	+$197K	﹤0.01%	363
2015 Q4	–	Sell	-710	Closed	-$105K	–	1072
2015 Q3	$105K	Sell	710 -6	-0.8%	-$1.01K	﹤0.01%	400
2015 Q2	$124K	Buy	716 +158	+28%	+$29.7K	0.01%	364
2015 Q1	$113K	Buy	558 +36	+7%	+$7.31K	0.01%	362
2014 Q4	$101K	Buy	522 +126	+32%	+$21.6K	0.01%	354
2014 Q3	$58K	Buy	396 +205	+107%	+$30.3K	﹤0.01%	384
2014 Q2	$27K	Sell	191 -129	-40%	-$18.9K	﹤0.01%	468
2014 Q1	$49K	Buy	+320	New	+$46.3K	0.01%	274

Other funds holding WHR

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

BlackRock New York $5.7T AUM 30.48% 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

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

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

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Newport Trust Company

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return