Colony Group’s Welbilt, Inc. WBT Stock Holding History

Colony Group’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 Q3	–	Sell	-10,267	Closed	-$229K	–	529
2018 Q2	$229K	Buy	+10,267	New	+$205K	0.01%	455

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

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

CIP

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

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

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

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

GCM

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Colony Group's WBT Position: Q3 2018 in Review

Colony Group sold out of Welbilt, Inc. (WBT) in Q3 2018, closing a stake of 10,267 shares — an estimated $229K sold.

Colony Group first reported a position in WBT in Q2 2018 and held it in 1 quarter. The position peaked at $229K in Q2 2018. 220 funds tracked by Wall St. Rank hold WBT as of Q3 2018.

Colony Group reported no remaining Welbilt, Inc. position as of Q3 2018 after selling out during the quarter.
Colony Group sold 10,267 Welbilt, Inc. shares in Q3 2018, an estimated $229K.
Colony Group first reported a position in Welbilt, Inc. in Q2 2018 and held it in 1 quarter.
Colony Group's Welbilt, Inc. position peaked at $229K in Q2 2018.
220 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2018.

Based on Colony Group's 13F filing for Q3 2018, filed 14 Nov 2018.