LPL Financial
WBT

LPL Financial’s Welbilt, Inc. WBT Stock Holding History

LPL Financial’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
Q1 		– Sell
-9,158
Closed -$215K – 3275
2017
Q4 		$215K Sell
9,158
-6,128
-40% -$135K ﹤0.01% 2766
2017
Q3 		$352K Sell
15,286
-1,808
-11% -$36.6K ﹤0.01% 2240
2017
Q2 		$322K Sell
17,094
-2,575
-13% -$50.3K ﹤0.01% 2238
2017
Q1 		$375K Sell
19,669
-6,545
-25% -$125K ﹤0.01% 2038
2016
Q4 		$512K Sell
26,214
-4,407
-14% -$75.2K ﹤0.01% 1734
2016
Q3 		$495K Buy
30,621
+4,988
+19% +$85.2K ﹤0.01% 1727
2016
Q2 		$439K Sell
25,633
-35,509
-58% -$566K ﹤0.01% 1791
2016
Q1 		$860K Buy
+61,142
New +$889K ﹤0.01% 1789

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LPL Financial's WBT Position: Q1 2018 in Review

LPL Financial sold out of Welbilt, Inc. (WBT) in Q1 2018, closing a stake of 9,158 shares — an estimated $215K sold.

LPL Financial first reported a position in WBT in Q1 2016 and held it in 8 quarters. The position peaked at $860K in Q1 2016. 230 funds tracked by Wall St. Rank hold WBT as of Q1 2018.

  • LPL Financial reported no remaining Welbilt, Inc. position as of Q1 2018 after selling out during the quarter.
  • LPL Financial sold 9,158 Welbilt, Inc. shares in Q1 2018, an estimated $215K.
  • LPL Financial first reported a position in Welbilt, Inc. in Q1 2016 and held it in 8 quarters.
  • LPL Financial's Welbilt, Inc. position peaked at $860K in Q1 2016.
  • 230 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q1 2018.

Based on LPL Financial's 13F filing for Q1 2018, filed 15 May 2018.