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Zeke Capital Advisors’s Whirlpool WHR Stock Holding History

Zeke 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
-1,810
Closed -$277K – 706
2018
Q1 		$277K Buy
+1,810
New +$302K 0.03% 460
2017
Q4 		– Sell
-1,579
Closed -$291K – 617
2017
Q3 		$291K Buy
+1,579
New +$282K 0.04% 344

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 $169B AUM 114.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Zeke Capital Advisors's WHR Position: Q2 2018 in Review

Zeke Capital Advisors sold out of Whirlpool (WHR) in Q2 2018, closing a stake of 1,810 shares — an estimated $277K sold.

Zeke Capital Advisors first reported a position in WHR in Q3 2017 and held it in 2 quarters. The position peaked at $291K in Q3 2017. 591 funds tracked by Wall St. Rank hold WHR as of Q2 2018.

  • Zeke Capital Advisors reported no remaining Whirlpool position as of Q2 2018 after selling out during the quarter.
  • Zeke Capital Advisors sold 1,810 Whirlpool shares in Q2 2018, an estimated $277K.
  • Zeke Capital Advisors first reported a position in Whirlpool in Q3 2017 and held it in 2 quarters.
  • Zeke Capital Advisors's Whirlpool position peaked at $291K in Q3 2017.
  • 591 funds tracked by Wall St. Rank held Whirlpool as of Q2 2018.

Based on Zeke Capital Advisors's 13F filing for Q2 2018, filed 24 Jul 2018.