DADC
WBT

D.A. Davidson & Co’s Welbilt, Inc. WBT Stock Holding History

D.A. Davidson & Co’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
-1,600
Closed -$30K – 2120
2017
Q2 		$30K Hold
1,600
– – ﹤0.01% 1712
2017
Q1 		$31K Buy
1,600
+911
+132% +$17.4K ﹤0.01% 1699
2016
Q4 		$12K Buy
689
+89
+15% +$1.52K ﹤0.01% 2077
2016
Q3 		$9K Buy
+600
New +$10.2K ﹤0.01% 2080

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

D.A. Davidson & Co's WBT Position: Q3 2017 in Review

D.A. Davidson & Co sold out of Welbilt, Inc. (WBT) in Q3 2017, closing a stake of 1,600 shares — an estimated $30K sold.

D.A. Davidson & Co first reported a position in WBT in Q3 2016 and held it in 4 quarters. The position peaked at $31K in Q1 2017. 211 funds tracked by Wall St. Rank hold WBT as of Q3 2017.

  • D.A. Davidson & Co reported no remaining Welbilt, Inc. position as of Q3 2017 after selling out during the quarter.
  • D.A. Davidson & Co sold 1,600 Welbilt, Inc. shares in Q3 2017, an estimated $30K.
  • D.A. Davidson & Co first reported a position in Welbilt, Inc. in Q3 2016 and held it in 4 quarters.
  • D.A. Davidson & Co's Welbilt, Inc. position peaked at $31K in Q1 2017.
  • 211 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2017.

Based on D.A. Davidson & Co's 13F filing for Q3 2017, filed 8 Nov 2017.