JGC
WBT

J. Goldman & Co’s Welbilt, Inc. WBT Stock Holding History

J. Goldman & Co’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
-62,500
Closed -$1.1M – 439
2016
Q2 		$1.1M Hold
62,500
– – 0.06% 250
2016
Q1 		$921K Buy
+62,500
New +$908K 0.06% 228

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

J. Goldman & Co's WBT Position: Q3 2016 in Review

J. Goldman & Co sold out of Welbilt, Inc. (WBT) in Q3 2016, closing a stake of 3,700 shares — an estimated $65K sold.

J. Goldman & Co first reported a position in WBT in Q1 2016 and held it in 2 quarters. The position peaked at $65K in Q2 2016. 196 funds tracked by Wall St. Rank hold WBT as of Q3 2016.

  • J. Goldman & Co reported no remaining Welbilt, Inc. position as of Q3 2016 after selling out during the quarter.
  • J. Goldman & Co sold 3,700 Welbilt, Inc. shares in Q3 2016, an estimated $65K.
  • J. Goldman & Co first reported a position in Welbilt, Inc. in Q1 2016 and held it in 2 quarters.
  • J. Goldman & Co's Welbilt, Inc. position peaked at $65K in Q2 2016.
  • 196 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2016.

Based on J. Goldman & Co's 13F filing for Q3 2016, filed 14 Nov 2016.