Crewe Advisors’s Welbilt, Inc. WBT Stock Holding History

Crewe 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
2018 Q3	–	Sell	-2,000	Closed	-$41K	–	277
2018 Q2	$41K	Buy	2,000 +1,000	+100%	+$20K	0.04%	134
2018 Q1	$19K	Hold	1,000	–	–	0.02%	190
2017 Q4	$24K	Buy	+1,000	New	+$22.1K	0.02%	181

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

Crewe Advisors's WBT Position: Q3 2018 in Review

Crewe Advisors sold out of Welbilt, Inc. (WBT) in Q3 2018, closing a stake of 2,000 shares — an estimated $41K sold.

Crewe Advisors first reported a position in WBT in Q4 2017 and held it in 3 quarters. The position peaked at $41K in Q2 2018. 220 funds tracked by Wall St. Rank hold WBT as of Q3 2018.

Crewe Advisors reported no remaining Welbilt, Inc. position as of Q3 2018 after selling out during the quarter.
Crewe Advisors sold 2,000 Welbilt, Inc. shares in Q3 2018, an estimated $41K.
Crewe Advisors first reported a position in Welbilt, Inc. in Q4 2017 and held it in 3 quarters.
Crewe Advisors's Welbilt, Inc. position peaked at $41K in Q2 2018.
220 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2018.

Based on Crewe Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.