Leavell Investment Management’s Welbilt, Inc. WBT Stock Holding History

Leavell Investment 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
2018 Q3	–	Sell	-9,499	Closed	-$212K	–	381
2018 Q2	$212K	Sell	9,499 -1,000	-10%	-$20K	0.02%	360
2018 Q1	$204K	Hold	10,499	–	–	0.02%	365
2017 Q4	$247K	Hold	10,499	–	–	0.03%	339
2017 Q3	$242K	Hold	10,499	–	–	0.03%	334
2017 Q2	$198K	Sell	10,499 -750	-7%	-$14.7K	0.03%	358
2017 Q1	$221K	Sell	11,249 -2,584	-19%	-$49.5K	0.03%	346
2016 Q4	$267K	Hold	13,833	–	–	0.04%	322
2016 Q3	$224K	Buy	13,833 +1,000	+8%	+$17.1K	0.03%	348
2016 Q2	$226K	Sell	12,833 -3,500	-21%	-$55.8K	0.03%	357
2016 Q1	$241K	Buy	+16,333	New	+$237K	0.04%	335

Other funds holding WBT

Select Equity Group New York $19.5B AUM 17.33% 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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

CIP

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

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

GCM

Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Leavell Investment Management's WBT Position: Q3 2018 in Review

Leavell Investment Management sold out of Welbilt, Inc. (WBT) in Q3 2018, closing a stake of 9,499 shares — an estimated $212K sold.

Leavell Investment Management first reported a position in WBT in Q1 2016 and held it in 10 quarters. The position peaked at $267K in Q4 2016. 220 funds tracked by Wall St. Rank hold WBT as of Q3 2018.

Leavell Investment Management reported no remaining Welbilt, Inc. position as of Q3 2018 after selling out during the quarter.
Leavell Investment Management sold 9,499 Welbilt, Inc. shares in Q3 2018, an estimated $212K.
Leavell Investment Management first reported a position in Welbilt, Inc. in Q1 2016 and held it in 10 quarters.
Leavell Investment Management's Welbilt, Inc. position peaked at $267K in Q4 2016.
220 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2018.

Based on Leavell Investment Management's 13F filing for Q3 2018, filed 22 Oct 2018.