CS
WBT

Credential Securities’s Welbilt, Inc. WBT Stock Holding History

Credential Securities’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 		$141K Buy
6,305
+3,127
+98% +$62.5K 0.03% 184
2018
Q1 		$61.8K Buy
3,178
+437
+16% +$9.33K 0.01% 224
2017
Q4 		$64.4K Buy
2,741
+642
+31% +$14.2K 0.02% 222
2017
Q3 		$48.4K Buy
2,099
+444
+27% +$8.98K 0.01% 227
2017
Q2 		$30.9K Buy
1,655
+89
+6% +$1.74K 0.01% 227
2017
Q1 		$30.7K Buy
1,566
+1,134
+263% +$21.7K 0.01% 224
2016
Q4 		$8.35K Buy
+432
New +$7.38K ﹤0.01% 223

Other funds holding WBT

Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
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
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)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Credential Securities's WBT Position: Q2 2018 in Review

Credential Securities increased its Welbilt, Inc. (WBT) stake by 98% in Q2 2018, buying an estimated $62.5K and bringing the position to 6,305 shares worth $141K. The position accounts for 0.03% of the portfolio, ranked #184.

Credential Securities first reported a position in WBT in Q4 2016 and has held it in 7 quarters since. 222 funds tracked by Wall St. Rank hold WBT as of Q2 2018.

  • Credential Securities held 6,305 shares of Welbilt, Inc. worth $141K as of Q2 2018.
  • Credential Securities bought 3,127 Welbilt, Inc. shares in Q2 2018, an estimated $62.5K.
  • Welbilt, Inc. made up 0.03% of Credential Securities's portfolio in Q2 2018, its #184 holding.
  • Credential Securities first reported a position in Welbilt, Inc. in Q4 2016 and has held it in 7 quarters since.
  • 222 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q2 2018.

Based on Credential Securities's 13F filing for Q2 2018, filed 21 Jul 2025.