Evercore Wealth Management’s Welbilt, Inc. WBT Stock Holding History

Evercore Wealth Management’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 Q1	–	Sell	-123,951	Closed	-$1.38M	–	412
2018 Q4	$1.38M	Sell	123,951 -1,125,326	-90%	-$17.4M	0.05%	160
2018 Q3	$26.1M	Buy	1,249,277 +8,912	+0.7%	+$196K	0.83%	41
2018 Q2	$27.7M	Buy	1,240,365 +47,219	+4%	+$944K	0.95%	38
2018 Q1	$23.2M	Sell	1,193,146 -22,691	-2%	-$485K	0.89%	40
2017 Q4	$28.6M	Buy	1,215,837 +50,840	+4%	+$1.12M	1.06%	34
2017 Q3	$26.9M	Buy	1,164,997 +192,830	+20%	+$3.9M	1.05%	35
2017 Q2	$18.3M	Buy	+972,167	New	+$19M	0.71%	44

Other funds holding WBT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 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

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

TCIM

TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

Evercore Wealth Management's WBT Position: Q1 2019 in Review

Evercore Wealth Management sold out of Welbilt, Inc. (WBT) in Q1 2019, closing a stake of 123,951 shares — an estimated $1.38M sold.

Evercore Wealth Management first reported a position in WBT in Q2 2017 and held it in 7 quarters. The position peaked at $28.6M in Q4 2017. 233 funds tracked by Wall St. Rank hold WBT as of Q1 2019.

Evercore Wealth Management reported no remaining Welbilt, Inc. position as of Q1 2019 after selling out during the quarter.
Evercore Wealth Management sold 123,951 Welbilt, Inc. shares in Q1 2019, an estimated $1.38M.
Evercore Wealth Management first reported a position in Welbilt, Inc. in Q2 2017 and held it in 7 quarters.
Evercore Wealth Management's Welbilt, Inc. position peaked at $28.6M in Q4 2017.
233 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q1 2019.

Based on Evercore Wealth Management's 13F filing for Q1 2019, filed 14 May 2019.