CWM
WBT

Concert Wealth Management’s Welbilt, Inc. WBT Stock Holding History

Concert Wealth 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
Q4 		– Sell
-10,255
Closed -$166K – 965
2016
Q3 		$166K Hold
10,255
– – 0.02% 682
2016
Q2 		$181K Sell
10,255
-350
-3% -$5.58K 0.02% 608
2016
Q1 		$155K Buy
+10,605
New +$154K 0.02% 617

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Concert Wealth Management's WBT Position: Q4 2016 in Review

Concert Wealth Management sold out of Welbilt, Inc. (WBT) in Q4 2016, closing a stake of 10,255 shares — an estimated $166K sold.

Concert Wealth Management first reported a position in WBT in Q1 2016 and held it in 3 quarters. The position peaked at $181K in Q2 2016. 202 funds tracked by Wall St. Rank hold WBT as of Q4 2016.

  • Concert Wealth Management reported no remaining Welbilt, Inc. position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 10,255 Welbilt, Inc. shares in Q4 2016, an estimated $166K.
  • Concert Wealth Management first reported a position in Welbilt, Inc. in Q1 2016 and held it in 3 quarters.
  • Concert Wealth Management's Welbilt, Inc. position peaked at $181K in Q2 2016.
  • 202 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.