AIM
WBT

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

Assured 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
2018
Q2 		– Sell
-7,276
Closed -$142K – 1370
2018
Q1 		$142K Buy
+7,276
New +$155K ﹤0.01% 1025
2016
Q2 		– Sell
-12,965
Closed -$191K – 706
2016
Q1 		$191K Buy
+12,965
New +$188K ﹤0.01% 489

Other funds holding WBT

Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Assured Investment Management's WBT Position: Q2 2018 in Review

Assured Investment Management sold out of Welbilt, Inc. (WBT) in Q2 2018, closing a stake of 7,276 shares — an estimated $142K sold.

Assured Investment Management first reported a position in WBT in Q1 2016 and held it in 2 quarters. The position peaked at $191K in Q1 2016. 222 funds tracked by Wall St. Rank hold WBT as of Q2 2018.

  • Assured Investment Management reported no remaining Welbilt, Inc. position as of Q2 2018 after selling out during the quarter.
  • Assured Investment Management sold 7,276 Welbilt, Inc. shares in Q2 2018, an estimated $142K.
  • Assured Investment Management first reported a position in Welbilt, Inc. in Q1 2016 and held it in 2 quarters.
  • Assured Investment Management's Welbilt, Inc. position peaked at $191K in Q1 2016.
  • 222 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q2 2018.

Based on Assured Investment Management's 13F filing for Q2 2018, filed 13 Aug 2018.