EIP
WBT

Epoch Investment Partners’s Welbilt, Inc. WBT Stock Holding History

Epoch Investment Partners’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
Q4 		– Sell
-1,079,493
Closed -$24.9M – 320
2017
Q3 		$24.9M Buy
1,079,493
+5,969
+0.6% +$121K 0.08% 167
2017
Q2 		$20.2M Buy
1,073,524
+21,989
+2% +$430K 0.07% 186
2017
Q1 		$20.6M Sell
1,051,535
-10,983
-1% -$210K 0.07% 184
2016
Q4 		$20.5M Buy
+1,062,518
New +$18.1M 0.08% 164

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

Epoch Investment Partners's WBT Position: Q4 2017 in Review

Epoch Investment Partners sold out of Welbilt, Inc. (WBT) in Q4 2017, closing a stake of 1,079,493 shares — an estimated $24.9M sold.

Epoch Investment Partners first reported a position in WBT in Q4 2016 and held it in 4 quarters. The position peaked at $24.9M in Q3 2017. 223 funds tracked by Wall St. Rank hold WBT as of Q4 2017.

  • Epoch Investment Partners reported no remaining Welbilt, Inc. position as of Q4 2017 after selling out during the quarter.
  • Epoch Investment Partners sold 1,079,493 Welbilt, Inc. shares in Q4 2017, an estimated $24.9M.
  • Epoch Investment Partners first reported a position in Welbilt, Inc. in Q4 2016 and held it in 4 quarters.
  • Epoch Investment Partners's Welbilt, Inc. position peaked at $24.9M in Q3 2017.
  • 223 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q4 2017.

Based on Epoch Investment Partners's 13F filing for Q4 2017, filed 13 Feb 2018.