SIM
WBT

Sonora Investment Management’s Welbilt, Inc. WBT Stock Holding History

Sonora Investment Management’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
Q3 		– Sell
-201
Closed -$4K – 1278
2018
Q2 		$4K Buy
+201
New +$4.02K ﹤0.01% 1004
2017
Q1 		– Sell
-201
Closed -$3.88K – 949
2016
Q4 		$3.88K Hold
201
– – ﹤0.01% 732
2016
Q3 		$3.26K Hold
201
– – ﹤0.01% 724
2016
Q2 		$3.54K Buy
+201
New +$3.2K ﹤0.01% 732

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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 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
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sonora Investment Management's WBT Position: Q3 2018 in Review

Sonora Investment Management sold out of Welbilt, Inc. (WBT) in Q3 2018, closing a stake of 201 shares — an estimated $4K sold.

Sonora Investment Management first reported a position in WBT in Q2 2016 and held it in 4 quarters. The position peaked at $4K in Q2 2018. 220 funds tracked by Wall St. Rank hold WBT as of Q3 2018.

  • Sonora Investment Management reported no remaining Welbilt, Inc. position as of Q3 2018 after selling out during the quarter.
  • Sonora Investment Management sold 201 Welbilt, Inc. shares in Q3 2018, an estimated $4K.
  • Sonora Investment Management first reported a position in Welbilt, Inc. in Q2 2016 and held it in 4 quarters.
  • Sonora Investment Management's Welbilt, Inc. position peaked at $4K in Q2 2018.
  • 220 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2018.

Based on Sonora Investment Management's 13F filing for Q3 2018, filed 18 Oct 2018.