Dubuque Bank & Trust’s Welbilt, Inc. WBT Stock Holding History

Dubuque Bank & Trust’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
2019 Q2	–	Sell	-650	Closed	-$11K	–	650
2019 Q1	$11K	Hold	650	–	–	﹤0.01%	456
2018 Q4	$7K	Hold	650	–	–	﹤0.01%	478
2018 Q3	$14K	Hold	650	–	–	﹤0.01%	401
2018 Q2	$15K	Hold	650	–	–	﹤0.01%	427
2018 Q1	$13K	Hold	650	–	–	﹤0.01%	470
2017 Q4	$15K	Hold	650	–	–	﹤0.01%	464
2017 Q3	$15K	Hold	650	–	–	﹤0.01%	442
2017 Q2	$12K	Buy	+650	New	+$12.7K	﹤0.01%	452
2017 Q1	–	Sell	-1,291	Closed	-$25K	–	699
2016 Q4	$25K	Hold	1,291	–	–	﹤0.01%	309
2016 Q3	$21K	Hold	1,291	–	–	﹤0.01%	322
2016 Q2	$23K	Buy	+1,291	New	+$20.6K	﹤0.01%	329

Other funds holding WBT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

GCM

Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

SCM

Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dubuque Bank & Trust's WBT Position: Q2 2019 in Review

Dubuque Bank & Trust sold out of Welbilt, Inc. (WBT) in Q2 2019, closing a stake of 650 shares — an estimated $11K sold.

Dubuque Bank & Trust first reported a position in WBT in Q2 2016 and held it in 11 quarters. The position peaked at $25K in Q4 2016. 220 funds tracked by Wall St. Rank hold WBT as of Q2 2019.

Dubuque Bank & Trust reported no remaining Welbilt, Inc. position as of Q2 2019 after selling out during the quarter.
Dubuque Bank & Trust sold 650 Welbilt, Inc. shares in Q2 2019, an estimated $11K.
Dubuque Bank & Trust first reported a position in Welbilt, Inc. in Q2 2016 and held it in 11 quarters.
Dubuque Bank & Trust's Welbilt, Inc. position peaked at $25K in Q4 2016.
220 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q2 2019.

Based on Dubuque Bank & Trust's 13F filing for Q2 2019, filed 10 Jul 2019.