CFA
WBT

CT Financial Advisors’s Welbilt, Inc. WBT Stock Holding History

CT Financial 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
Q1 		$17.6K Hold
895
– – 0.01% 382
2016
Q4 		$17.3K Hold
895
– – 0.01% 368
2016
Q3 		$14.5K Hold
895
– – 0.01% 386
2016
Q2 		$15.8K Hold
895
– – 0.01% 376
2016
Q1 		$13.2K Buy
+895
New +$13K 0.01% 416

Other funds holding WBT

KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 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
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CT Financial Advisors's WBT Position: Q1 2017 in Review

CT Financial Advisors held its Welbilt, Inc. (WBT) position steady in Q1 2017 at 895 shares worth $17.6K. The position accounts for 0.01% of the portfolio, ranked #382.

CT Financial Advisors first reported a position in WBT in Q1 2016 and has held it in 5 quarters since. 193 funds tracked by Wall St. Rank hold WBT as of Q1 2017.

  • CT Financial Advisors held 895 shares of Welbilt, Inc. worth $17.6K as of Q1 2017.
  • CT Financial Advisors left its Welbilt, Inc. share count unchanged in Q1 2017.
  • Welbilt, Inc. made up 0.01% of CT Financial Advisors's portfolio in Q1 2017, its #382 holding.
  • CT Financial Advisors first reported a position in Welbilt, Inc. in Q1 2016 and has held it in 5 quarters since.
  • 193 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.