SIAS
WBT

Shine Investment Advisory Services’s Welbilt, Inc. WBT Stock Holding History

Shine Investment Advisory Services’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
Q4 		– Sell
-432
Closed -$9K – 692
2018
Q3 		$9K Hold
432
– – ﹤0.01% 540
2018
Q2 		$10K Hold
432
– – 0.01% 533
2018
Q1 		$8K Buy
+432
New +$9.22K ﹤0.01% 568

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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Shine Investment Advisory Services's WBT Position: Q4 2018 in Review

Shine Investment Advisory Services sold out of Welbilt, Inc. (WBT) in Q4 2018, closing a stake of 432 shares — an estimated $9K sold.

Shine Investment Advisory Services first reported a position in WBT in Q1 2018 and held it in 3 quarters. The position peaked at $10K in Q2 2018. 232 funds tracked by Wall St. Rank hold WBT as of Q4 2018.

  • Shine Investment Advisory Services reported no remaining Welbilt, Inc. position as of Q4 2018 after selling out during the quarter.
  • Shine Investment Advisory Services sold 432 Welbilt, Inc. shares in Q4 2018, an estimated $9K.
  • Shine Investment Advisory Services first reported a position in Welbilt, Inc. in Q1 2018 and held it in 3 quarters.
  • Shine Investment Advisory Services's Welbilt, Inc. position peaked at $10K in Q2 2018.
  • 232 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q4 2018.

Based on Shine Investment Advisory Services's 13F filing for Q4 2018, filed 23 Jan 2019.