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WESPAC Advisors SoCal’s Whirlpool WHR Stock Holding History

WESPAC Advisors SoCal’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
Q2 		– Sell
-1,000
Closed -$153K – 250
2018
Q1 		$153K Hold
1,000
– – 0.09% 85
2017
Q4 		$168K Hold
1,000
– – 0.1% 87
2017
Q3 		$184K Hold
1,000
– – 0.11% 90
2017
Q2 		$191K Buy
+1,000
New +$183K 0.12% 85

Other funds holding WHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

WESPAC Advisors SoCal's WHR Position: Q2 2018 in Review

WESPAC Advisors SoCal sold out of Whirlpool (WHR) in Q2 2018, closing a stake of 1,000 shares — an estimated $153K sold.

WESPAC Advisors SoCal first reported a position in WHR in Q2 2017 and held it in 4 quarters. The position peaked at $191K in Q2 2017. 590 funds tracked by Wall St. Rank hold WHR as of Q2 2018.

  • WESPAC Advisors SoCal reported no remaining Whirlpool position as of Q2 2018 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 1,000 Whirlpool shares in Q2 2018, an estimated $153K.
  • WESPAC Advisors SoCal first reported a position in Whirlpool in Q2 2017 and held it in 4 quarters.
  • WESPAC Advisors SoCal's Whirlpool position peaked at $191K in Q2 2017.
  • 590 funds tracked by Wall St. Rank held Whirlpool as of Q2 2018.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2018, filed 13 Jul 2018.