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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 – 734
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 $169B AUM 114.72% 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 $2.93M AUM 12.08% 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 $33B AUM 40.62% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

WealthTrust-Arizona's WHR Position: Q4 2018 in Review

WealthTrust-Arizona opened a new position in Whirlpool (WHR) in Q4 2018: 300 shares worth $32K. The stake represents 0.02% of the portfolio and ranks #200 among its holdings. This is a return to the name: WealthTrust-Arizona previously reported a position in WHR as recently as Q2 2018.

WealthTrust-Arizona first reported a position in WHR in Q3 2017 and has held it in 5 quarters since. The position peaked at $42K in Q4 2017. 527 funds tracked by Wall St. Rank hold WHR as of Q4 2018.

  • WealthTrust-Arizona held 300 shares of Whirlpool worth $32K as of Q4 2018.
  • Whirlpool was a new WealthTrust-Arizona position in Q4 2018.
  • Whirlpool made up 0.02% of WealthTrust-Arizona's portfolio in Q4 2018, its #200 holding.
  • WealthTrust-Arizona first reported a position in Whirlpool in Q3 2017 and has held it in 5 quarters since.
  • WealthTrust-Arizona's Whirlpool position peaked at $42K in Q4 2017.
  • 527 funds tracked by Wall St. Rank held Whirlpool as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.