GA
WBT

Geneva Advisors’s Welbilt, Inc. WBT Stock Holding History

Geneva Advisors’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
Q2 		$1.13M Buy
60,160
+2,340
+4% +$45.7K 0.02% 340
2017
Q1 		$1.14M Buy
57,820
+4,199
+8% +$80.4K 0.02% 326
2016
Q4 		$1.04M Buy
53,621
+26,542
+98% +$453K 0.02% 332
2016
Q3 		$439K Buy
27,079
+540
+2% +$9.22K 0.01% 495
2016
Q2 		$468K Buy
+26,539
New +$423K 0.01% 458

Other funds holding WBT

KCM
Kensico Capital Management Greenwich, Connecticut $5.83B AUM 42.34% 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 $8.26B AUM 15.11% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Geneva Advisors's WBT Position: Q2 2017 in Review

Geneva Advisors increased its Welbilt, Inc. (WBT) stake by 4% in Q2 2017, buying an estimated $45.7K and bringing the position to 60,160 shares worth $1.13M. The position accounts for 0.02% of the portfolio, ranked #340.

Geneva Advisors first reported a position in WBT in Q2 2016 and has held it in 5 quarters since. The position peaked at $1.14M in Q1 2017. 201 funds tracked by Wall St. Rank hold WBT as of Q2 2017.

  • Geneva Advisors held 60,160 shares of Welbilt, Inc. worth $1.13M as of Q2 2017.
  • Geneva Advisors bought 2,340 Welbilt, Inc. shares in Q2 2017, an estimated $45.7K.
  • Welbilt, Inc. made up 0.02% of Geneva Advisors's portfolio in Q2 2017, its #340 holding.
  • Geneva Advisors first reported a position in Welbilt, Inc. in Q2 2016 and has held it in 5 quarters since.
  • Geneva Advisors's Welbilt, Inc. position peaked at $1.14M in Q1 2017.
  • 201 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q2 2017.

Based on Geneva Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.