BCM
WBT

Birmingham Capital Management’s Welbilt, Inc. WBT Stock Holding History

Birmingham Capital 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
2017
Q1 		– Sell
-17,475
Closed -$338K – 105
2016
Q4 		$338K Sell
17,475
-4,330
-20% -$73.9K 0.14% 81
2016
Q3 		$384K Hold
21,805
– – 0.17% 77
2016
Q2 		$384K Hold
21,805
– – 0.17% 77
2016
Q1 		$321K Buy
+21,805
New +$317K 0.13% 80

Other funds holding WBT

KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 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
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Birmingham Capital Management's WBT Position: Q1 2017 in Review

Birmingham Capital Management sold out of Welbilt, Inc. (WBT) in Q1 2017, closing a stake of 17,475 shares — an estimated $338K sold.

Birmingham Capital Management first reported a position in WBT in Q1 2016 and held it in 4 quarters. The position peaked at $384K in Q3 2016. 193 funds tracked by Wall St. Rank hold WBT as of Q1 2017.

  • Birmingham Capital Management reported no remaining Welbilt, Inc. position as of Q1 2017 after selling out during the quarter.
  • Birmingham Capital Management sold 17,475 Welbilt, Inc. shares in Q1 2017, an estimated $338K.
  • Birmingham Capital Management first reported a position in Welbilt, Inc. in Q1 2016 and held it in 4 quarters.
  • Birmingham Capital Management's Welbilt, Inc. position peaked at $384K in Q3 2016.
  • 193 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q1 2017.

Based on Birmingham Capital Management's 13F filing for Q1 2017, filed 4 May 2017.