STA
WBT

Summit Trail Advisors’s Welbilt, Inc. WBT Stock Holding History

Summit Trail 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
-5,406
Closed -$125K – 1837
2017
Q4 		$125K Buy
+5,406
New +$119K 0.02% 567

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
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
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Summit Trail Advisors's WBT Position: Q1 2018 in Review

Summit Trail Advisors sold out of Welbilt, Inc. (WBT) in Q1 2018, closing a stake of 5,406 shares — an estimated $125K sold.

Summit Trail Advisors first reported a position in WBT in Q4 2017 and held it in 1 quarter. The position peaked at $125K in Q4 2017. 230 funds tracked by Wall St. Rank hold WBT as of Q1 2018.

  • Summit Trail Advisors reported no remaining Welbilt, Inc. position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 5,406 Welbilt, Inc. shares in Q1 2018, an estimated $125K.
  • Summit Trail Advisors first reported a position in Welbilt, Inc. in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's Welbilt, Inc. position peaked at $125K in Q4 2017.
  • 230 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.