WWM
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Willingdon Wealth Management’s Whirlpool WHR Stock Holding History

Willingdon Wealth 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
2018
Q1 		– Sell
-50
Closed -$8K – 390
2017
Q4 		$8K Buy
+50
New +$8.47K ﹤0.01% 260

Other funds holding WHR

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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

Willingdon Wealth Management's WHR Position: Q1 2018 in Review

Willingdon Wealth Management sold out of Whirlpool (WHR) in Q1 2018, closing a stake of 50 shares — an estimated $8K sold.

Willingdon Wealth Management first reported a position in WHR in Q4 2017 and held it in 1 quarter. The position peaked at $8K in Q4 2017. 622 funds tracked by Wall St. Rank hold WHR as of Q1 2018.

  • Willingdon Wealth Management reported no remaining Whirlpool position as of Q1 2018 after selling out during the quarter.
  • Willingdon Wealth Management sold 50 Whirlpool shares in Q1 2018, an estimated $8K.
  • Willingdon Wealth Management first reported a position in Whirlpool in Q4 2017 and held it in 1 quarter.
  • Willingdon Wealth Management's Whirlpool position peaked at $8K in Q4 2017.
  • 622 funds tracked by Wall St. Rank held Whirlpool as of Q1 2018.

Based on Willingdon Wealth Management's 13F filing for Q1 2018, filed 8 May 2018.