Mosaic Family Wealth’s Welbilt, Inc. WBT Stock Holding History

Mosaic Family Wealth’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
2017 Q4	–	Sell	-80	Closed	-$2K	–	954
2017 Q3	$2K	Buy	+80	New	+$1.62K	﹤0.01%	855

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

CIP

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

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

Mosaic Family Wealth's WBT Position: Q4 2017 in Review

Mosaic Family Wealth sold out of Welbilt, Inc. (WBT) in Q4 2017, closing a stake of 80 shares — an estimated $2K sold.

Mosaic Family Wealth first reported a position in WBT in Q3 2017 and held it in 1 quarter. The position peaked at $2K in Q3 2017. 223 funds tracked by Wall St. Rank hold WBT as of Q4 2017.

Mosaic Family Wealth reported no remaining Welbilt, Inc. position as of Q4 2017 after selling out during the quarter.
Mosaic Family Wealth sold 80 Welbilt, Inc. shares in Q4 2017, an estimated $2K.
Mosaic Family Wealth first reported a position in Welbilt, Inc. in Q3 2017 and held it in 1 quarter.
Mosaic Family Wealth's Welbilt, Inc. position peaked at $2K in Q3 2017.
223 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q4 2017.

Based on Mosaic Family Wealth's 13F filing for Q4 2017, filed 13 Feb 2018.