KTA
WBT

Keeley-Teton Advisors’s Welbilt, Inc. WBT Stock Holding History

Keeley-Teton 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
2021
Q2 		– Sell
-111,247
Closed -$1.81M – 328
2021
Q1 		$1.81M Buy
+111,247
New +$1.67M 0.19% 154
2020
Q2 		– Sell
-35,578
Closed -$183K – 259
2020
Q1 		$183K Sell
35,578
-5,278
-13% -$63.5K 0.03% 239
2019
Q4 		$638K Sell
40,856
-6,691
-14% -$115K 0.07% 207
2019
Q3 		$802K Sell
47,547
-26,474
-36% -$430K 0.08% 200
2019
Q2 		$1.24M Sell
74,021
-493,724
-87% -$8.07M 0.12% 178
2019
Q1 		$9.3M Sell
567,745
-51,580
-8% -$753K 0.83% 39
2018
Q4 		$6.88M Sell
619,325
-102,316
-14% -$1.58M 0.69% 52
2018
Q3 		$15.1M Sell
721,641
-31,695
-4% -$698K 1.08% 26
2018
Q2 		$16.8M Buy
753,336
+92,097
+14% +$1.84M 1.16% 25
2018
Q1 		$12.9M Sell
661,239
-45,133
-6% -$964K 0.84% 48
2017
Q4 		$16.6M Sell
706,372
-68,186
-9% -$1.5M 1.01% 36
2017
Q3 		$17.9M Sell
774,558
-219,961
-22% -$4.45M 0.96% 43
2017
Q2 		$18.7M Buy
994,519
+191,394
+24% +$3.74M 0.91% 44
2017
Q1 		$15.8M Buy
+803,125
New +$15.4M 0.71% 50

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TAL
TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Keeley-Teton Advisors's WBT Position: Q2 2021 in Review

Keeley-Teton Advisors sold out of Welbilt, Inc. (WBT) in Q2 2021, closing a stake of 111,247 shares — an estimated $1.81M sold.

Keeley-Teton Advisors first reported a position in WBT in Q1 2017 and held it in 14 quarters. The position peaked at $18.7M in Q2 2017. 233 funds tracked by Wall St. Rank hold WBT as of Q2 2021.

  • Keeley-Teton Advisors reported no remaining Welbilt, Inc. position as of Q2 2021 after selling out during the quarter.
  • Keeley-Teton Advisors sold 111,247 Welbilt, Inc. shares in Q2 2021, an estimated $1.81M.
  • Keeley-Teton Advisors first reported a position in Welbilt, Inc. in Q1 2017 and held it in 14 quarters.
  • Keeley-Teton Advisors's Welbilt, Inc. position peaked at $18.7M in Q2 2017.
  • 233 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q2 2021.

Based on Keeley-Teton Advisors's 13F filing for Q2 2021, filed 13 Aug 2021.