Broadview Advisors’s Welbilt, Inc. WBT Stock Holding History

Broadview Advisors’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
2019 Q2	$5.89M	Sell	352,794 -9,175	-3%	-$150K	1.82%	18
2019 Q1	$5.93M	Sell	361,969 -51,825	-13%	-$756K	1.61%	24
2018 Q4	$4.6M	Sell	413,794 -134,308	-25%	-$2.07M	1.32%	35
2018 Q3	$11.4M	Buy	548,102 +7,450	+1%	+$164K	1.95%	15
2018 Q2	$12.1M	Buy	540,652 +198,850	+58%	+$3.97M	1.93%	11
2018 Q1	$6.65M	Buy	341,802 +2,850	+0.8%	+$60.9K	1.09%	38
2017 Q4	$7.97M	Buy	338,952 +128,702	+61%	+$2.84M	1.13%	36
2017 Q3	$4.85M	Buy	+210,250	New	+$4.25M	0.71%	58

Other funds holding WBT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

GCM

Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

SCM

Scopia Capital Management New York $112M AUM 48.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Broadview Advisors's WBT Position: Q2 2019 in Review

Broadview Advisors reduced its Welbilt, Inc. (WBT) stake by 2.5% in Q2 2019, selling an estimated $150K and leaving 352,794 shares worth $5.89M. The position accounts for 1.82% of the portfolio, ranked #18.

Broadview Advisors first reported a position in WBT in Q3 2017 and has held it in 8 quarters since. The position peaked at $12.1M in Q2 2018. 221 funds tracked by Wall St. Rank hold WBT as of Q2 2019.

Broadview Advisors held 352,794 shares of Welbilt, Inc. worth $5.89M as of Q2 2019.
Broadview Advisors sold 9,175 Welbilt, Inc. shares in Q2 2019, an estimated $150K.
Welbilt, Inc. made up 1.82% of Broadview Advisors's portfolio in Q2 2019, its #18 holding.
Broadview Advisors first reported a position in Welbilt, Inc. in Q3 2017 and has held it in 8 quarters since.
Broadview Advisors's Welbilt, Inc. position peaked at $12.1M in Q2 2018.
221 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q2 2019.

Based on Broadview Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.