CCM Investment Advisers’s Welbilt, Inc. WBT Stock Holding History

CCM Investment Advisers’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 Q2	–	Sell	-22,000	Closed	-$427K	–	90
2018 Q1	$427K	Hold	22,000	–	–	0.08%	65
2017 Q4	$517K	Buy	22,000 +5,000	+29%	+$110K	0.1%	68
2017 Q3	$391K	Sell	17,000 -3,000	-15%	-$60.7K	0.08%	72
2017 Q2	$377K	Hold	20,000	–	–	0.07%	72
2017 Q1	$392K	Sell	20,000 -2,000	-9%	-$38.3K	0.08%	79
2016 Q4	$425K	Hold	22,000	–	–	0.09%	76
2016 Q3	$356K	Sell	22,000 -5,000	-19%	-$85.4K	0.08%	84
2016 Q2	$475K	Sell	27,000 -40,000	-60%	-$637K	0.04%	96
2016 Q1	$987K	Buy	+67,000	New	+$974K	0.09%	66

Other funds holding WBT

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

GCM

Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

CCM Investment Advisers's WBT Position: Q2 2018 in Review

CCM Investment Advisers sold out of Welbilt, Inc. (WBT) in Q2 2018, closing a stake of 22,000 shares — an estimated $427K sold.

CCM Investment Advisers first reported a position in WBT in Q1 2016 and held it in 9 quarters. The position peaked at $987K in Q1 2016. 222 funds tracked by Wall St. Rank hold WBT as of Q2 2018.

CCM Investment Advisers reported no remaining Welbilt, Inc. position as of Q2 2018 after selling out during the quarter.
CCM Investment Advisers sold 22,000 Welbilt, Inc. shares in Q2 2018, an estimated $427K.
CCM Investment Advisers first reported a position in Welbilt, Inc. in Q1 2016 and held it in 9 quarters.
CCM Investment Advisers's Welbilt, Inc. position peaked at $987K in Q1 2016.
222 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q2 2018.

Based on CCM Investment Advisers's 13F filing for Q2 2018, filed 13 Aug 2018.