Wolf Group Capital Advisors’s Whirlpool WHR Stock Holding History

Wolf Group Capital Advisors’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	-2,514	Closed	-$385K	–	104
2018 Q1	$385K	Sell	2,514 -5,264	-68%	-$879K	0.25%	80
2017 Q4	$1.31M	Sell	7,778 -1,085	-12%	-$184K	0.82%	52
2017 Q3	$1.57M	Sell	8,863 -2,261	-20%	-$404K	1.09%	35
2017 Q2	$2.13M	Sell	11,124 -1,445	-11%	-$264K	1.64%	23
2017 Q1	$2.15M	Buy	12,569 +46	+0.4%	+$8.17K	1.41%	28
2016 Q4	$2.28M	Buy	12,523 +1,937	+18%	+$321K	1.53%	25
2016 Q3	$1.72M	Buy	10,586 +7,930	+299%	+$1.4M	1.2%	36
2016 Q2	$443K	Buy	+2,656	New	+$469K	0.33%	72

Other funds holding WHR

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

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

BlackRock New York $5.72T 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 $8.66B AUM 17.37% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wolf Group Capital Advisors's WHR Position: Q2 2018 in Review

Wolf Group Capital Advisors sold out of Whirlpool (WHR) in Q2 2018, closing a stake of 2,514 shares — an estimated $385K sold.

Wolf Group Capital Advisors first reported a position in WHR in Q2 2016 and held it in 8 quarters. The position peaked at $2.28M in Q4 2016. 591 funds tracked by Wall St. Rank hold WHR as of Q2 2018.

Wolf Group Capital Advisors reported no remaining Whirlpool position as of Q2 2018 after selling out during the quarter.
Wolf Group Capital Advisors sold 2,514 Whirlpool shares in Q2 2018, an estimated $385K.
Wolf Group Capital Advisors first reported a position in Whirlpool in Q2 2016 and held it in 8 quarters.
Wolf Group Capital Advisors's Whirlpool position peaked at $2.28M in Q4 2016.
591 funds tracked by Wall St. Rank held Whirlpool as of Q2 2018.

Based on Wolf Group Capital Advisors's 13F filing for Q2 2018, filed 12 Jul 2018.