MFS
WBT

MSI Financial Services’s Welbilt, Inc. WBT Stock Holding History

MSI Financial Services’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
2016
Q4 		$87K Sell
4,495
-134
-3% -$2.29K ﹤0.01% 1540
2016
Q3 		$75K Sell
4,629
-863
-16% -$14.7K ﹤0.01% 1587
2016
Q2 		$97K Buy
5,492
+1,400
+34% +$22.3K ﹤0.01% 1419
2016
Q1 		$60K Buy
+4,092
New +$59.5K ﹤0.01% 1625

Other funds holding WBT

KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

MSI Financial Services's WBT Position: Q4 2016 in Review

MSI Financial Services reduced its Welbilt, Inc. (WBT) stake by 2.9% in Q4 2016, selling an estimated $2.29K and leaving 4,495 shares worth $87K. The position accounts for ﹤0.01% of the portfolio, ranked #1540.

MSI Financial Services first reported a position in WBT in Q1 2016 and has held it in 4 quarters since. The position peaked at $97K in Q2 2016. 202 funds tracked by Wall St. Rank hold WBT as of Q4 2016.

  • MSI Financial Services held 4,495 shares of Welbilt, Inc. worth $87K as of Q4 2016.
  • MSI Financial Services sold 134 Welbilt, Inc. shares in Q4 2016, an estimated $2.29K.
  • Welbilt, Inc. made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #1540 holding.
  • MSI Financial Services first reported a position in Welbilt, Inc. in Q1 2016 and has held it in 4 quarters since.
  • MSI Financial Services's Welbilt, Inc. position peaked at $97K in Q2 2016.
  • 202 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.