JIC
WBT

Joel Isaacson & Co’s Welbilt, Inc. WBT Stock Holding History

Joel Isaacson & 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
2017
Q1 		– Sell
-786
Closed -$15K – 569
2016
Q4 		$15K Hold
786
– – ﹤0.01% 463
2016
Q3 		$13K Hold
786
– – ﹤0.01% 517
2016
Q2 		$14K Hold
786
– – ﹤0.01% 512
2016
Q1 		$12K Buy
+786
New +$11.4K ﹤0.01% 554

Other funds holding WBT

KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 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
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Joel Isaacson & Co's WBT Position: Q1 2017 in Review

Joel Isaacson & Co sold out of Welbilt, Inc. (WBT) in Q1 2017, closing a stake of 786 shares — an estimated $15K sold.

Joel Isaacson & Co first reported a position in WBT in Q1 2016 and held it in 4 quarters. The position peaked at $15K in Q4 2016. 193 funds tracked by Wall St. Rank hold WBT as of Q1 2017.

  • Joel Isaacson & Co reported no remaining Welbilt, Inc. position as of Q1 2017 after selling out during the quarter.
  • Joel Isaacson & Co sold 786 Welbilt, Inc. shares in Q1 2017, an estimated $15K.
  • Joel Isaacson & Co first reported a position in Welbilt, Inc. in Q1 2016 and held it in 4 quarters.
  • Joel Isaacson & Co's Welbilt, Inc. position peaked at $15K in Q4 2016.
  • 193 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q1 2017.

Based on Joel Isaacson & Co's 13F filing for Q1 2017, filed 5 May 2017.