RFA
WBT

Reilly Financial Advisors’s Welbilt, Inc. WBT Stock Holding History

Reilly Financial Advisors’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
2018
Q1 		– Sell
-228
Closed -$5K – 1078
2017
Q4 		$5K Hold
228
– – ﹤0.01% 793
2017
Q3 		$5K Hold
228
– – ﹤0.01% 778
2017
Q2 		$4K Hold
228
– – ﹤0.01% 824
2017
Q1 		$4K Buy
+228
New +$4.37K ﹤0.01% 803

Other funds holding WBT

Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Capital Research Global Investors
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Reilly Financial Advisors's WBT Position: Q1 2018 in Review

Reilly Financial Advisors sold out of Welbilt, Inc. (WBT) in Q1 2018, closing a stake of 228 shares — an estimated $5K sold.

Reilly Financial Advisors first reported a position in WBT in Q1 2017 and held it in 4 quarters. The position peaked at $5K in Q4 2017. 230 funds tracked by Wall St. Rank hold WBT as of Q1 2018.

  • Reilly Financial Advisors reported no remaining Welbilt, Inc. position as of Q1 2018 after selling out during the quarter.
  • Reilly Financial Advisors sold 228 Welbilt, Inc. shares in Q1 2018, an estimated $5K.
  • Reilly Financial Advisors first reported a position in Welbilt, Inc. in Q1 2017 and held it in 4 quarters.
  • Reilly Financial Advisors's Welbilt, Inc. position peaked at $5K in Q4 2017.
  • 230 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q1 2018.

Based on Reilly Financial Advisors's 13F filing for Q1 2018, filed 30 Apr 2018.