SFSIG
WBT

San Francisco Sentry Investment Group’s Welbilt, Inc. WBT Stock Holding History

San Francisco Sentry Investment Group’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
Q2 		– Sell
-98
Closed -$2K – 906
2018
Q1 		$2K Hold
98
– – ﹤0.01% 874
2017
Q4 		$2K Hold
98
– – ﹤0.01% 862
2017
Q3 		$2K Buy
+98
New +$1.98K ﹤0.01% 871

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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

San Francisco Sentry Investment Group's WBT Position: Q2 2018 in Review

San Francisco Sentry Investment Group sold out of Welbilt, Inc. (WBT) in Q2 2018, closing a stake of 98 shares — an estimated $2K sold.

San Francisco Sentry Investment Group first reported a position in WBT in Q3 2017 and held it in 3 quarters. The position peaked at $2K in Q1 2018. 222 funds tracked by Wall St. Rank hold WBT as of Q2 2018.

  • San Francisco Sentry Investment Group reported no remaining Welbilt, Inc. position as of Q2 2018 after selling out during the quarter.
  • San Francisco Sentry Investment Group sold 98 Welbilt, Inc. shares in Q2 2018, an estimated $2K.
  • San Francisco Sentry Investment Group first reported a position in Welbilt, Inc. in Q3 2017 and held it in 3 quarters.
  • San Francisco Sentry Investment Group's Welbilt, Inc. position peaked at $2K in Q1 2018.
  • 222 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q2 2018.

Based on San Francisco Sentry Investment Group's 13F filing for Q2 2018, filed 6 Aug 2018.