MA
WBC

Montag & Associates’s WABCO HOLDINGS INC. WBC Stock Holding History

Montag & Associates’s Portfolio WBC Stock Details WBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-15,305
Closed -$2.2M – 302
2017
Q4 		$2.2M Buy
+15,305
New +$2.25M 0.21% 122

Other funds holding WBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Montag & Associates's WBC Position: Q1 2018 in Review

Montag & Associates sold out of WABCO HOLDINGS INC. (WBC) in Q1 2018, closing a stake of 15,305 shares — an estimated $2.2M sold.

Montag & Associates first reported a position in WBC in Q4 2017 and held it in 1 quarter. The position peaked at $2.2M in Q4 2017. 376 funds tracked by Wall St. Rank hold WBC as of Q1 2018.

  • Montag & Associates reported no remaining WABCO HOLDINGS INC. position as of Q1 2018 after selling out during the quarter.
  • Montag & Associates sold 15,305 WABCO HOLDINGS INC. shares in Q1 2018, an estimated $2.2M.
  • Montag & Associates first reported a position in WABCO HOLDINGS INC. in Q4 2017 and held it in 1 quarter.
  • Montag & Associates's WABCO HOLDINGS INC. position peaked at $2.2M in Q4 2017.
  • 376 funds tracked by Wall St. Rank held WABCO HOLDINGS INC. as of Q1 2018.

Based on Montag & Associates's 13F filing for Q1 2018, filed 7 May 2018.