SI
WBT

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

SII 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
Q4 		– Sell
-9,970
Closed -$230K – 615
2017
Q3 		$230K Sell
9,970
-5,823
-37% -$118K 0.01% 522
2017
Q2 		$298K Buy
15,793
+557
+4% +$10.9K 0.02% 456
2017
Q1 		$292K Sell
15,236
-385
-2% -$7.37K 0.02% 473
2016
Q4 		$302K Sell
15,621
-17,507
-53% -$299K 0.02% 445
2016
Q3 		$535K Buy
33,128
+13,373
+68% +$228K 0.04% 288
2016
Q2 		$348K Sell
19,755
-125
-0.6% -$1.99K 0.03% 402
2016
Q1 		$293K Buy
+19,880
New +$289K 0.03% 430

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
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
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return

SII Investments's WBT Position: Q4 2017 in Review

SII Investments sold out of Welbilt, Inc. (WBT) in Q4 2017, closing a stake of 9,970 shares — an estimated $230K sold.

SII Investments first reported a position in WBT in Q1 2016 and held it in 7 quarters. The position peaked at $535K in Q3 2016. 223 funds tracked by Wall St. Rank hold WBT as of Q4 2017.

  • SII Investments reported no remaining Welbilt, Inc. position as of Q4 2017 after selling out during the quarter.
  • SII Investments sold 9,970 Welbilt, Inc. shares in Q4 2017, an estimated $230K.
  • SII Investments first reported a position in Welbilt, Inc. in Q1 2016 and held it in 7 quarters.
  • SII Investments's Welbilt, Inc. position peaked at $535K in Q3 2016.
  • 223 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q4 2017.

Based on SII Investments's 13F filing for Q4 2017, filed 9 Feb 2018.