KI
WBT

Koch Industries’s Welbilt, Inc. WBT Stock Holding History

Koch Industries’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
2018
Q2 		– Sell
-43,521
Closed -$846K – 734
2018
Q1 		$846K Buy
43,521
+19,816
+84% +$423K 0.09% 183
2017
Q4 		$557K Buy
23,705
+7,303
+45% +$161K 0.08% 210
2017
Q3 		$379K Buy
+16,402
New +$332K 0.09% 224

Other funds holding WBT

Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Koch Industries's WBT Position: Q2 2018 in Review

Koch Industries sold out of Welbilt, Inc. (WBT) in Q2 2018, closing a stake of 43,521 shares — an estimated $846K sold.

Koch Industries first reported a position in WBT in Q3 2017 and held it in 3 quarters. The position peaked at $846K in Q1 2018. 222 funds tracked by Wall St. Rank hold WBT as of Q2 2018.

  • Koch Industries reported no remaining Welbilt, Inc. position as of Q2 2018 after selling out during the quarter.
  • Koch Industries sold 43,521 Welbilt, Inc. shares in Q2 2018, an estimated $846K.
  • Koch Industries first reported a position in Welbilt, Inc. in Q3 2017 and held it in 3 quarters.
  • Koch Industries's Welbilt, Inc. position peaked at $846K in Q1 2018.
  • 222 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q2 2018.

Based on Koch Industries's 13F filing for Q2 2018, filed 13 Aug 2018.