WA
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WealthTrust-Arizona’s Whirlpool WHR Stock Holding History

WealthTrust-Arizona’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 		$32K Buy
+300
New +$34K 0.02% 200
2018
Q3 		– Sell
-250
Closed -$37K – 735
2018
Q2 		$37K Hold
250
– – 0.02% 195
2018
Q1 		$38K Hold
250
– – 0.02% 193
2017
Q4 		$42K Buy
250
+50
+25% +$8.47K 0.02% 186
2017
Q3 		$37K Buy
+200
New +$35.8K 0.02% 200

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 $5.7T AUM 30.48% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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