DIA
WBT

Dean Investment Associates’s Welbilt, Inc. WBT Stock Holding History

Dean Investment Associates’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
-79,135
Closed -$1.77M – 223
2018
Q2 		$1.77M Sell
79,135
-3,535
-4% -$70.7K 0.26% 128
2018
Q1 		$1.61M Buy
+82,670
New +$1.77M 0.24% 131

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
Brown Advisory
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
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ninety One (UK)
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dean Investment Associates's WBT Position: Q3 2018 in Review

Dean Investment Associates sold out of Welbilt, Inc. (WBT) in Q3 2018, closing a stake of 79,135 shares — an estimated $1.77M sold.

Dean Investment Associates first reported a position in WBT in Q1 2018 and held it in 2 quarters. The position peaked at $1.77M in Q2 2018. 220 funds tracked by Wall St. Rank hold WBT as of Q3 2018.

  • Dean Investment Associates reported no remaining Welbilt, Inc. position as of Q3 2018 after selling out during the quarter.
  • Dean Investment Associates sold 79,135 Welbilt, Inc. shares in Q3 2018, an estimated $1.77M.
  • Dean Investment Associates first reported a position in Welbilt, Inc. in Q1 2018 and held it in 2 quarters.
  • Dean Investment Associates's Welbilt, Inc. position peaked at $1.77M in Q2 2018.
  • 220 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2018.

Based on Dean Investment Associates's 13F filing for Q3 2018, filed 14 Nov 2018.