PTC
WBT

Philadelphia Trust Company’s Welbilt, Inc. WBT Stock Holding History

Philadelphia Trust Company’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
-12,095
Closed -$237K – 227
2017
Q1 		$237K Sell
12,095
-200
-2% -$3.83K 0.02% 200
2016
Q4 		$238K Sell
12,295
-175
-1% -$2.99K 0.02% 194
2016
Q3 		$202K Sell
12,470
-1,150
-8% -$19.6K 0.02% 195
2016
Q2 		$240K Sell
13,620
-14,660
-52% -$234K 0.02% 180
2016
Q1 		$417K Buy
+28,280
New +$411K 0.04% 142

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 $5.72T AUM 30.48% 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

Philadelphia Trust Company's WBT Position: Q2 2017 in Review

Philadelphia Trust Company sold out of Welbilt, Inc. (WBT) in Q2 2017, closing a stake of 12,095 shares — an estimated $237K sold.

Philadelphia Trust Company first reported a position in WBT in Q1 2016 and held it in 5 quarters. The position peaked at $417K in Q1 2016. 201 funds tracked by Wall St. Rank hold WBT as of Q2 2017.

  • Philadelphia Trust Company reported no remaining Welbilt, Inc. position as of Q2 2017 after selling out during the quarter.
  • Philadelphia Trust Company sold 12,095 Welbilt, Inc. shares in Q2 2017, an estimated $237K.
  • Philadelphia Trust Company first reported a position in Welbilt, Inc. in Q1 2016 and held it in 5 quarters.
  • Philadelphia Trust Company's Welbilt, Inc. position peaked at $417K in Q1 2016.
  • 201 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q2 2017.

Based on Philadelphia Trust Company's 13F filing for Q2 2017, filed 14 Aug 2017.