HWM
WBT

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

Highwater 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
2016
Q3 		– Sell
-10,000
Closed -$176K – 37
2016
Q2 		$176K Buy
+10,000
New +$159K 9.77% 5

Other funds holding WBT

KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCM
Pennant Capital Management Summit, New Jersey $212M AUM 19.37% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Highwater Wealth Management's WBT Position: Q3 2016 in Review

Highwater Wealth Management sold out of Welbilt, Inc. (WBT) in Q3 2016, closing a stake of 10,000 shares — an estimated $176K sold.

Highwater Wealth Management first reported a position in WBT in Q2 2016 and held it in 1 quarter. The position peaked at $176K in Q2 2016. 196 funds tracked by Wall St. Rank hold WBT as of Q3 2016.

  • Highwater Wealth Management reported no remaining Welbilt, Inc. position as of Q3 2016 after selling out during the quarter.
  • Highwater Wealth Management sold 10,000 Welbilt, Inc. shares in Q3 2016, an estimated $176K.
  • Highwater Wealth Management first reported a position in Welbilt, Inc. in Q2 2016 and held it in 1 quarter.
  • Highwater Wealth Management's Welbilt, Inc. position peaked at $176K in Q2 2016.
  • 196 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2016.

Based on Highwater Wealth Management's 13F filing for Q3 2016, filed 3 Oct 2016.