Invictus RG’s Welbilt, Inc. WBT Stock Holding History

Invictus RG’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 Q4	–	Sell	-13,645	Closed	-$315K	–	546
2017 Q3	$315K	Buy	+13,645	New	+$276K	0.28%	143
2017 Q1	–	Sell	-17,913	Closed	-$346K	–	872
2016 Q4	$346K	Buy	+17,913	New	+$306K	0.23%	159

Other funds holding WBT

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

GCM

Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return

Invictus RG's WBT Position: Q4 2017 in Review

Invictus RG sold out of Welbilt, Inc. (WBT) in Q4 2017, closing a stake of 13,645 shares — an estimated $315K sold.

Invictus RG first reported a position in WBT in Q4 2016 and held it in 2 quarters. The position peaked at $346K in Q4 2016. 223 funds tracked by Wall St. Rank hold WBT as of Q4 2017.

Invictus RG reported no remaining Welbilt, Inc. position as of Q4 2017 after selling out during the quarter.
Invictus RG sold 13,645 Welbilt, Inc. shares in Q4 2017, an estimated $315K.
Invictus RG first reported a position in Welbilt, Inc. in Q4 2016 and held it in 2 quarters.
Invictus RG's Welbilt, Inc. position peaked at $346K in Q4 2016.
223 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q4 2017.

Based on Invictus RG's 13F filing for Q4 2017, filed 13 Feb 2018.