BAM
WBT

Burnham Asset Management’s Welbilt, Inc. WBT Stock Holding History

Burnham Asset 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
2016
Q2 		$176K Hold
10,000
– – 0.05% 192
2016
Q1 		$150K Buy
+10,000
New +$145K 0.05% 201

Other funds holding WBT

KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PCM
Pennant Capital Management Summit, New Jersey $212M AUM 19.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Burnham Asset Management's WBT Position: Q2 2016 in Review

Burnham Asset Management held its Welbilt, Inc. (WBT) position steady in Q2 2016 at 10,000 shares worth $176K. The position accounts for 0.05% of the portfolio, ranked #192.

Burnham Asset Management first reported a position in WBT in Q1 2016 and has held it in 2 quarters since. 191 funds tracked by Wall St. Rank hold WBT as of Q2 2016.

  • Burnham Asset Management held 10,000 shares of Welbilt, Inc. worth $176K as of Q2 2016.
  • Burnham Asset Management left its Welbilt, Inc. share count unchanged in Q2 2016.
  • Welbilt, Inc. made up 0.05% of Burnham Asset Management's portfolio in Q2 2016, its #192 holding.
  • Burnham Asset Management first reported a position in Welbilt, Inc. in Q1 2016 and has held it in 2 quarters since.
  • 191 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q2 2016.

Based on Burnham Asset Management's 13F filing for Q2 2016, filed 12 Aug 2016.