SAM
WBT

Symphony Asset Management’s Welbilt, Inc. WBT Stock Holding History

Symphony Asset 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
Q2 		– Sell
-37,281
Closed -$725K – 314
2018
Q1 		$725K Sell
37,281
-24,961
-40% -$533K 0.09% 196
2017
Q4 		$1.46M Sell
62,242
-10,202
-14% -$225K 0.15% 152
2017
Q3 		$1.67M Sell
72,444
-22,437
-24% -$454K 0.19% 136
2017
Q2 		$1.79M Sell
94,881
-11,149
-11% -$218K 0.2% 118
2017
Q1 		$2.08M Buy
106,030
+6,325
+6% +$121K 0.2% 120
2016
Q4 		$1.93M Buy
99,705
+47,257
+90% +$807K 0.2% 121
2016
Q3 		$851K Buy
+52,448
New +$896K 0.09% 208

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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Symphony Asset Management's WBT Position: Q2 2018 in Review

Symphony Asset Management sold out of Welbilt, Inc. (WBT) in Q2 2018, closing a stake of 37,281 shares — an estimated $725K sold.

Symphony Asset Management first reported a position in WBT in Q3 2016 and held it in 7 quarters. The position peaked at $2.08M in Q1 2017. 222 funds tracked by Wall St. Rank hold WBT as of Q2 2018.

  • Symphony Asset Management reported no remaining Welbilt, Inc. position as of Q2 2018 after selling out during the quarter.
  • Symphony Asset Management sold 37,281 Welbilt, Inc. shares in Q2 2018, an estimated $725K.
  • Symphony Asset Management first reported a position in Welbilt, Inc. in Q3 2016 and held it in 7 quarters.
  • Symphony Asset Management's Welbilt, Inc. position peaked at $2.08M in Q1 2017.
  • 222 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q2 2018.

Based on Symphony Asset Management's 13F filing for Q2 2018, filed 14 Aug 2018.