YorkBridge Wealth Partners’s Whirlpool WHR Stock Holding History

YorkBridge Wealth Partners’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
2019 Q3	–	Sell	-52	Closed	-$7K	–	649
2019 Q2	$7K	Hold	52	–	–	﹤0.01%	631
2019 Q1	$7K	Hold	52	–	–	﹤0.01%	633
2018 Q4	$6K	Hold	52	–	–	﹤0.01%	623
2018 Q3	$6K	Sell	52 -29	-36%	-$3.84K	﹤0.01%	645
2018 Q2	$12K	Hold	81	–	–	0.01%	603
2018 Q1	$12K	Sell	81 -30	-27%	-$5.01K	0.01%	601
2017 Q4	$19K	Hold	111	–	–	0.01%	536
2017 Q3	$20K	Hold	111	–	–	0.01%	524
2017 Q2	$21K	Hold	111	–	–	0.01%	503
2017 Q1	$21K	Hold	111	–	–	0.01%	502
2016 Q4	$18K	Buy	+111	New	+$18.4K	0.01%	487

Other funds holding WHR

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

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

AIG

American International Group New York $2.93M AUM 12.08% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

YorkBridge Wealth Partners's WHR Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Whirlpool (WHR) in Q3 2019, closing a stake of 52 shares — an estimated $7K sold.

YorkBridge Wealth Partners first reported a position in WHR in Q4 2016 and held it in 11 quarters. The position peaked at $21K in Q2 2017. 537 funds tracked by Wall St. Rank hold WHR as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Whirlpool position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 52 Whirlpool shares in Q3 2019, an estimated $7K.
YorkBridge Wealth Partners first reported a position in Whirlpool in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Whirlpool position peaked at $21K in Q2 2017.
537 funds tracked by Wall St. Rank held Whirlpool as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.