Creative Planning’s Welbilt, Inc. WBT Stock Holding History

Creative Planning’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
2017 Q3	–	Sell	-5,271	Closed	-$99K	–	4024
2017 Q2	$99K	Buy	5,271 +670	+15%	+$13.1K	﹤0.01%	2004
2017 Q1	$90K	Sell	4,601 -195	-4%	-$3.73K	﹤0.01%	2027
2016 Q4	$93K	Buy	4,796 +27	+0.6%	+$461	﹤0.01%	1924
2016 Q3	$77K	Sell	4,769 -666	-12%	-$11.4K	﹤0.01%	2041
2016 Q2	$96K	Sell	5,435 -734	-12%	-$11.7K	﹤0.01%	1710
2016 Q1	$91K	Buy	+6,169	New	+$89.7K	﹤0.01%	1696

Other funds holding WBT

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

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

KCM

Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

CIP

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Creative Planning's WBT Position: Q3 2017 in Review

Creative Planning sold out of Welbilt, Inc. (WBT) in Q3 2017, closing a stake of 5,271 shares — an estimated $99K sold.

Creative Planning first reported a position in WBT in Q1 2016 and held it in 6 quarters. The position peaked at $99K in Q2 2017. 211 funds tracked by Wall St. Rank hold WBT as of Q3 2017.

Creative Planning reported no remaining Welbilt, Inc. position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 5,271 Welbilt, Inc. shares in Q3 2017, an estimated $99K.
Creative Planning first reported a position in Welbilt, Inc. in Q1 2016 and held it in 6 quarters.
Creative Planning's Welbilt, Inc. position peaked at $99K in Q2 2017.
211 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.