IRF
WBT

IBM Retirement Fund’s Welbilt, Inc. WBT Stock Holding History

IBM Retirement Fund’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
Q1 		– Sell
-10,225
Closed -$198K – 797
2016
Q4 		$198K Sell
10,225
-1,956
-16% -$33.4K 0.01% 894
2016
Q3 		$198K Sell
12,181
-578
-5% -$9.87K 0.01% 934
2016
Q2 		$225K Sell
12,759
-859
-6% -$13.7K 0.01% 937
2016
Q1 		$201K Buy
+13,618
New +$198K 0.01% 937

Other funds holding WBT

KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 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
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

IBM Retirement Fund's WBT Position: Q1 2017 in Review

IBM Retirement Fund sold out of Welbilt, Inc. (WBT) in Q1 2017, closing a stake of 10,225 shares — an estimated $198K sold.

IBM Retirement Fund first reported a position in WBT in Q1 2016 and held it in 4 quarters. The position peaked at $225K in Q2 2016. 193 funds tracked by Wall St. Rank hold WBT as of Q1 2017.

  • IBM Retirement Fund reported no remaining Welbilt, Inc. position as of Q1 2017 after selling out during the quarter.
  • IBM Retirement Fund sold 10,225 Welbilt, Inc. shares in Q1 2017, an estimated $198K.
  • IBM Retirement Fund first reported a position in Welbilt, Inc. in Q1 2016 and held it in 4 quarters.
  • IBM Retirement Fund's Welbilt, Inc. position peaked at $225K in Q2 2016.
  • 193 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q1 2017.

Based on IBM Retirement Fund's 13F filing for Q1 2017, filed 10 May 2017.