JFS Wealth Advisors’s Welbilt, Inc. WBT Stock Holding History

JFS Wealth Advisors’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 Q2	–	Sell	-58	Closed	-$1K	–	458
2017 Q1	$1K	Hold	58	–	–	﹤0.01%	430
2016 Q4	$1K	Hold	58	–	–	﹤0.01%	430
2016 Q3	$1K	Hold	58	–	–	﹤0.01%	469
2016 Q2	$1K	Hold	58	–	–	﹤0.01%	484
2016 Q1	$1K	Buy	+58	New	+$843	﹤0.01%	607

Other funds holding WBT

KCM

Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 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

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

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

ACM

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 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

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

CIP

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

JFS Wealth Advisors's WBT Position: Q2 2017 in Review

JFS Wealth Advisors sold out of Welbilt, Inc. (WBT) in Q2 2017, closing a stake of 58 shares — an estimated $1K sold.

JFS Wealth Advisors first reported a position in WBT in Q1 2016 and held it in 5 quarters. The position peaked at $1K in Q1 2017. 201 funds tracked by Wall St. Rank hold WBT as of Q2 2017.

JFS Wealth Advisors reported no remaining Welbilt, Inc. position as of Q2 2017 after selling out during the quarter.
JFS Wealth Advisors sold 58 Welbilt, Inc. shares in Q2 2017, an estimated $1K.
JFS Wealth Advisors first reported a position in Welbilt, Inc. in Q1 2016 and held it in 5 quarters.
JFS Wealth Advisors's Welbilt, Inc. position peaked at $1K in Q1 2017.
201 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q2 2017.

Based on JFS Wealth Advisors's 13F filing for Q2 2017, filed 28 Jul 2017.