SCA
WBT

Secor Capital Advisors’s Welbilt, Inc. WBT Stock Holding History

Secor Capital 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
2017
Q3 		– Sell
-33,899
Closed -$639K – 570
2017
Q2 		$639K Buy
+33,899
New +$662K 0.06% 319
2017
Q1 		– Sell
-60,710
Closed -$1.17M – 630
2016
Q4 		$1.17M Buy
+60,710
New +$1.04M 0.14% 208

Other funds holding WBT

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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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

Secor Capital Advisors's WBT Position: Q3 2017 in Review

Secor Capital Advisors sold out of Welbilt, Inc. (WBT) in Q3 2017, closing a stake of 33,899 shares — an estimated $639K sold.

Secor Capital Advisors first reported a position in WBT in Q4 2016 and held it in 2 quarters. The position peaked at $1.17M in Q4 2016. 211 funds tracked by Wall St. Rank hold WBT as of Q3 2017.

  • Secor Capital Advisors reported no remaining Welbilt, Inc. position as of Q3 2017 after selling out during the quarter.
  • Secor Capital Advisors sold 33,899 Welbilt, Inc. shares in Q3 2017, an estimated $639K.
  • Secor Capital Advisors first reported a position in Welbilt, Inc. in Q4 2016 and held it in 2 quarters.
  • Secor Capital Advisors's Welbilt, Inc. position peaked at $1.17M in Q4 2016.
  • 211 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2017.

Based on Secor Capital Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.