IWMPD
WBT

Integrated Wealth Management (Palm Desert)’s Welbilt, Inc. WBT Stock Holding History

Integrated Wealth Management (Palm Desert)’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
Q4 		– Sell
-1,890
Closed -$31K – 1104
2016
Q3 		$31K Hold
1,890
– – 0.01% 512
2016
Q2 		$33K Buy
+1,890
New +$30.1K 0.01% 490

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 $5.48B AUM 3.63% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s WBT Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Welbilt, Inc. (WBT) in Q4 2016, closing a stake of 1,890 shares — an estimated $31K sold.

Integrated Wealth Management (Palm Desert) first reported a position in WBT in Q2 2016 and held it in 2 quarters. The position peaked at $33K in Q2 2016. 202 funds tracked by Wall St. Rank hold WBT as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Welbilt, Inc. position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 1,890 Welbilt, Inc. shares in Q4 2016, an estimated $31K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Welbilt, Inc. in Q2 2016 and held it in 2 quarters.
  • Integrated Wealth Management (Palm Desert)'s Welbilt, Inc. position peaked at $33K in Q2 2016.
  • 202 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.