AIM
WBT

Acrospire Investment Management’s Welbilt, Inc. WBT Stock Holding History

Acrospire Investment Management’s Portfolio WBT Stock Details WBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-400
Closed -$7K – 2229
2016
Q2 		$7K Sell
400
-3,400
-89% -$54.2K 0.01% 1822
2016
Q1 		$56K Buy
+3,800
New +$55.2K 0.04% 835

Other funds holding WBT

KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCM
Pennant Capital Management Summit, New Jersey $212M AUM 19.37% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Acrospire Investment Management's WBT Position: Q3 2016 in Review

Acrospire Investment Management sold out of Welbilt, Inc. (WBT) in Q3 2016, closing a stake of 400 shares — an estimated $7K sold.

Acrospire Investment Management first reported a position in WBT in Q1 2016 and held it in 2 quarters. The position peaked at $56K in Q1 2016. 196 funds tracked by Wall St. Rank hold WBT as of Q3 2016.

  • Acrospire Investment Management reported no remaining Welbilt, Inc. position as of Q3 2016 after selling out during the quarter.
  • Acrospire Investment Management sold 400 Welbilt, Inc. shares in Q3 2016, an estimated $7K.
  • Acrospire Investment Management first reported a position in Welbilt, Inc. in Q1 2016 and held it in 2 quarters.
  • Acrospire Investment Management's Welbilt, Inc. position peaked at $56K in Q1 2016.
  • 196 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2016.

Based on Acrospire Investment Management's 13F filing for Q3 2016, filed 10 Nov 2016.