BF
WBT

BOK Financial’s Welbilt, Inc. WBT Stock Holding History

BOK Financial’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
Q4 		– Sell
-36,715
Closed -$767K – 953
2018
Q3 		$767K Sell
36,715
-1,408
-4% -$31K 0.02% 561
2018
Q2 		$851K Buy
38,123
+1,023
+3% +$20.4K 0.02% 523
2018
Q1 		$722K Hold
37,100
– – 0.02% 543
2017
Q4 		$873K Hold
37,100
– – 0.02% 523
2017
Q3 		$856K Hold
37,100
– – 0.02% 530
2017
Q2 		$700K Hold
37,100
– – 0.02% 547
2017
Q1 		$728K Sell
37,100
-1,000
-3% -$19.1K 0.02% 558
2016
Q4 		$736K Sell
38,100
-2,650
-7% -$45.2K 0.02% 541
2016
Q3 		$661K Sell
40,750
-850
-2% -$14.5K 0.02% 563
2016
Q2 		$733K Buy
+41,600
New +$663K 0.03% 507

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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

BOK Financial's WBT Position: Q4 2018 in Review

BOK Financial sold out of Welbilt, Inc. (WBT) in Q4 2018, closing a stake of 36,715 shares — an estimated $767K sold.

BOK Financial first reported a position in WBT in Q2 2016 and held it in 10 quarters. The position peaked at $873K in Q4 2017. 232 funds tracked by Wall St. Rank hold WBT as of Q4 2018.

  • BOK Financial reported no remaining Welbilt, Inc. position as of Q4 2018 after selling out during the quarter.
  • BOK Financial sold 36,715 Welbilt, Inc. shares in Q4 2018, an estimated $767K.
  • BOK Financial first reported a position in Welbilt, Inc. in Q2 2016 and held it in 10 quarters.
  • BOK Financial's Welbilt, Inc. position peaked at $873K in Q4 2017.
  • 232 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q4 2018.

Based on BOK Financial's 13F filing for Q4 2018, filed 13 Feb 2019.