Seven Bridges Advisors’s Welbilt, Inc. WBT Stock Holding History

Seven Bridges 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	-25,652	Closed	-$603K	–	107
2017 Q4	$603K	Sell	25,652 -403	-2%	-$8.89K	0.49%	59
2017 Q3	$601K	Sell	26,055 -3,699	-12%	-$74.8K	0.5%	60
2017 Q2	$561K	Sell	29,754 -6,080	-17%	-$119K	0.5%	56
2017 Q1	$703K	Buy	35,834 +7,290	+26%	+$140K	0.67%	44
2016 Q4	$552K	Sell	28,544 -8,544	-23%	-$146K	0.56%	53
2016 Q3	$602K	Sell	37,088 -97	-0.3%	-$1.66K	0.53%	55
2016 Q2	$655K	Buy	37,185 +4,818	+15%	+$76.8K	0.56%	54
2016 Q1	$477K	Buy	+32,367	New	+$470K	0.38%	71

Other funds holding WBT

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Seven Bridges Advisors's WBT Position: Q1 2018 in Review

Seven Bridges Advisors sold out of Welbilt, Inc. (WBT) in Q1 2018, closing a stake of 25,652 shares — an estimated $603K sold.

Seven Bridges Advisors first reported a position in WBT in Q1 2016 and held it in 8 quarters. The position peaked at $703K in Q1 2017. 230 funds tracked by Wall St. Rank hold WBT as of Q1 2018.

Seven Bridges Advisors reported no remaining Welbilt, Inc. position as of Q1 2018 after selling out during the quarter.
Seven Bridges Advisors sold 25,652 Welbilt, Inc. shares in Q1 2018, an estimated $603K.
Seven Bridges Advisors first reported a position in Welbilt, Inc. in Q1 2016 and held it in 8 quarters.
Seven Bridges Advisors's Welbilt, Inc. position peaked at $703K in Q1 2017.
230 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q1 2018.

Based on Seven Bridges Advisors's 13F filing for Q1 2018, filed 9 May 2018.