IIM
WBT

Ironwood Investment Management’s Welbilt, Inc. WBT Stock Holding History

Ironwood Investment 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
2017
Q4 		– Sell
-39,464
Closed -$910K – 166
2017
Q3 		$910K Sell
39,464
-2,581
-6% -$52.2K 0.64% 53
2017
Q2 		$793K Hold
42,045
– – 0.57% 67
2017
Q1 		$825K Hold
42,045
– – 0.62% 60
2016
Q4 		$813K Hold
42,045
– – 0.59% 63
2016
Q3 		$682K Sell
42,045
-45
-0.1% -$769 0.52% 78
2016
Q2 		$742K Hold
42,090
– – 0.56% 70
2016
Q1 		$620K Buy
+42,090
New +$612K 0.41% 94

Other funds holding WBT

Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $6.73T AUM 46.02% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Capital Research Global Investors
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

Ironwood Investment Management's WBT Position: Q4 2017 in Review

Ironwood Investment Management sold out of Welbilt, Inc. (WBT) in Q4 2017, closing a stake of 39,464 shares — an estimated $910K sold.

Ironwood Investment Management first reported a position in WBT in Q1 2016 and held it in 7 quarters. The position peaked at $910K in Q3 2017. 223 funds tracked by Wall St. Rank hold WBT as of Q4 2017.

  • Ironwood Investment Management reported no remaining Welbilt, Inc. position as of Q4 2017 after selling out during the quarter.
  • Ironwood Investment Management sold 39,464 Welbilt, Inc. shares in Q4 2017, an estimated $910K.
  • Ironwood Investment Management first reported a position in Welbilt, Inc. in Q1 2016 and held it in 7 quarters.
  • Ironwood Investment Management's Welbilt, Inc. position peaked at $910K in Q3 2017.
  • 223 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q4 2017.

Based on Ironwood Investment Management's 13F filing for Q4 2017, filed 6 Feb 2018.