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

Shaker 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	-37,000	Closed	-$715K	–	70
2016 Q4	$715K	Hold	37,000	–	–	0.56%	42
2016 Q3	$600K	Buy	+37,000	New	+$632K	0.48%	50

Other funds holding WBT

KCM

Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 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

ACM

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Shaker Investments's WBT Position: Q1 2017 in Review

Shaker Investments sold out of Welbilt, Inc. (WBT) in Q1 2017, closing a stake of 37,000 shares — an estimated $715K sold.

Shaker Investments first reported a position in WBT in Q3 2016 and held it in 2 quarters. The position peaked at $715K in Q4 2016. 193 funds tracked by Wall St. Rank hold WBT as of Q1 2017.

Shaker Investments reported no remaining Welbilt, Inc. position as of Q1 2017 after selling out during the quarter.
Shaker Investments sold 37,000 Welbilt, Inc. shares in Q1 2017, an estimated $715K.
Shaker Investments first reported a position in Welbilt, Inc. in Q3 2016 and held it in 2 quarters.
Shaker Investments's Welbilt, Inc. position peaked at $715K in Q4 2016.
193 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q1 2017.

Based on Shaker Investments's 13F filing for Q1 2017, filed 1 May 2017.