CGA
WBT

Crescent Grove Advisors’s Welbilt, Inc. WBT Stock Holding History

Crescent Grove Advisors’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
-16,915
Closed -$319K – 151
2017
Q2 		$319K Buy
+16,915
New +$331K 0.09% 92

Other funds holding WBT

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
Select Equity Group
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Crescent Grove Advisors's WBT Position: Q3 2017 in Review

Crescent Grove Advisors sold out of Welbilt, Inc. (WBT) in Q3 2017, closing a stake of 16,915 shares — an estimated $319K sold.

Crescent Grove Advisors first reported a position in WBT in Q2 2017 and held it in 1 quarter. The position peaked at $319K in Q2 2017. 211 funds tracked by Wall St. Rank hold WBT as of Q3 2017.

  • Crescent Grove Advisors reported no remaining Welbilt, Inc. position as of Q3 2017 after selling out during the quarter.
  • Crescent Grove Advisors sold 16,915 Welbilt, Inc. shares in Q3 2017, an estimated $319K.
  • Crescent Grove Advisors first reported a position in Welbilt, Inc. in Q2 2017 and held it in 1 quarter.
  • Crescent Grove Advisors's Welbilt, Inc. position peaked at $319K in Q2 2017.
  • 211 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2017.

Based on Crescent Grove Advisors's 13F filing for Q3 2017, filed 6 Nov 2017.