SI
WBT

Scout Investments’s Welbilt, Inc. WBT Stock Holding History

Scout Investments’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
Q1 		– Sell
-13,817
Closed -$267K – 326
2016
Q4 		$267K Buy
13,817
+774
+6% +$13.2K 0.01% 287
2016
Q3 		$212K Buy
+13,043
New +$223K 0.01% 305

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
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Scout Investments's WBT Position: Q1 2017 in Review

Scout Investments sold out of Welbilt, Inc. (WBT) in Q1 2017, closing a stake of 13,817 shares — an estimated $267K sold.

Scout Investments first reported a position in WBT in Q3 2016 and held it in 2 quarters. The position peaked at $267K in Q4 2016. 193 funds tracked by Wall St. Rank hold WBT as of Q1 2017.

  • Scout Investments reported no remaining Welbilt, Inc. position as of Q1 2017 after selling out during the quarter.
  • Scout Investments sold 13,817 Welbilt, Inc. shares in Q1 2017, an estimated $267K.
  • Scout Investments first reported a position in Welbilt, Inc. in Q3 2016 and held it in 2 quarters.
  • Scout Investments's Welbilt, Inc. position peaked at $267K in Q4 2016.
  • 193 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q1 2017.

Based on Scout Investments's 13F filing for Q1 2017, filed 5 May 2017.