JWM
WBT

Jacobus Wealth Management’s Welbilt, Inc. WBT Stock Holding History

Jacobus Wealth 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
Q3 		$243K Hold
10,535
– – 0.06% 151
2017
Q2 		$199K Hold
10,535
– – 0.05% 160
2017
Q1 		$207K Hold
10,535
– – 0.06% 151
2016
Q4 		$204K Sell
10,535
-1,200
-10% -$20.5K 0.06% 152
2016
Q3 		$190K Hold
11,735
– – 0.06% 175
2016
Q2 		$207K Hold
11,735
– – 0.06% 163
2016
Q1 		$173K Buy
+11,735
New +$171K 0.05% 209

Other funds holding WBT

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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 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 $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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Jacobus Wealth Management's WBT Position: Q3 2017 in Review

Jacobus Wealth Management held its Welbilt, Inc. (WBT) position steady in Q3 2017 at 10,535 shares worth $243K. The position accounts for 0.06% of the portfolio, ranked #151.

Jacobus Wealth Management first reported a position in WBT in Q1 2016 and has held it in 7 quarters since. 211 funds tracked by Wall St. Rank hold WBT as of Q3 2017.

  • Jacobus Wealth Management held 10,535 shares of Welbilt, Inc. worth $243K as of Q3 2017.
  • Jacobus Wealth Management left its Welbilt, Inc. share count unchanged in Q3 2017.
  • Welbilt, Inc. made up 0.06% of Jacobus Wealth Management's portfolio in Q3 2017, its #151 holding.
  • Jacobus Wealth Management first reported a position in Welbilt, Inc. in Q1 2016 and has held it in 7 quarters since.
  • 211 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2017.

Based on Jacobus Wealth Management's 13F filing for Q3 2017, filed 31 Oct 2017.