BAMCO Inc
WBT

BAMCO Inc’s Welbilt, Inc. WBT Stock Holding History

BAMCO Inc’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
Q1 		– Sell
-1,600,000
Closed -$37.6M – 371
2017
Q4 		$37.6M Hold
1,600,000
– – 0.17% 130
2017
Q3 		$36.9M Buy
1,600,000
+200,000
+14% +$4.05M 0.18% 127
2017
Q2 		$26.4M Hold
1,400,000
– – 0.13% 147
2017
Q1 		$27.5M Buy
1,400,000
+150,000
+12% +$2.87M 0.15% 140
2016
Q4 		$24.2M Hold
1,250,000
– – 0.14% 142
2016
Q3 		$20.3M Buy
1,250,000
+100,000
+9% +$1.71M 0.11% 158
2016
Q2 		$20.3M Buy
1,150,000
+850,000
+283% +$13.5M 0.11% 163
2016
Q1 		$4.42M Buy
+300,000
New +$4.36M 0.02% 213

Other funds holding WBT

Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 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 $8.26B AUM 15.11% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BAMCO Inc's WBT Position: Q1 2018 in Review

BAMCO Inc sold out of Welbilt, Inc. (WBT) in Q1 2018, closing a stake of 1,600,000 shares — an estimated $37.6M sold.

BAMCO Inc first reported a position in WBT in Q1 2016 and held it in 8 quarters. The position peaked at $37.6M in Q4 2017. 230 funds tracked by Wall St. Rank hold WBT as of Q1 2018.

  • BAMCO Inc reported no remaining Welbilt, Inc. position as of Q1 2018 after selling out during the quarter.
  • BAMCO Inc sold 1,600,000 Welbilt, Inc. shares in Q1 2018, an estimated $37.6M.
  • BAMCO Inc first reported a position in Welbilt, Inc. in Q1 2016 and held it in 8 quarters.
  • BAMCO Inc's Welbilt, Inc. position peaked at $37.6M in Q4 2017.
  • 230 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q1 2018.

Based on BAMCO Inc's 13F filing for Q1 2018, filed 9 May 2018.