NSIM
WBT

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

North Star 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
2017
Q2 		– Sell
-1,150
Closed -$23K – 1115
2017
Q1 		$23K Buy
+1,150
New +$22K ﹤0.01% 668

Other funds holding WBT

KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

North Star Investment Management's WBT Position: Q2 2017 in Review

North Star Investment Management sold out of Welbilt, Inc. (WBT) in Q2 2017, closing a stake of 1,150 shares — an estimated $23K sold.

North Star Investment Management first reported a position in WBT in Q1 2017 and held it in 1 quarter. The position peaked at $23K in Q1 2017. 201 funds tracked by Wall St. Rank hold WBT as of Q2 2017.

  • North Star Investment Management reported no remaining Welbilt, Inc. position as of Q2 2017 after selling out during the quarter.
  • North Star Investment Management sold 1,150 Welbilt, Inc. shares in Q2 2017, an estimated $23K.
  • North Star Investment Management first reported a position in Welbilt, Inc. in Q1 2017 and held it in 1 quarter.
  • North Star Investment Management's Welbilt, Inc. position peaked at $23K in Q1 2017.
  • 201 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q2 2017.

Based on North Star Investment Management's 13F filing for Q2 2017, filed 18 Jul 2017.