Telemus Capital’s Welbilt, Inc. WBT Stock Holding History

Telemus Capital’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	-140,409	Closed	-$2.93M	–	464
2018 Q3	$2.93M	Buy	140,409 +2,287	+2%	+$50.4K	0.22%	99
2018 Q2	$3.08M	Buy	138,122 +794	+0.6%	+$15.9K	0.24%	89
2018 Q1	$2.67M	Buy	137,328 +3,721	+3%	+$79.5K	0.21%	95
2017 Q4	$3.14M	Buy	133,607 +2,943	+2%	+$64.9K	0.24%	84
2017 Q3	$3.01M	Sell	130,664 -9,690	-7%	-$196K	0.34%	65
2017 Q2	$2.65M	Buy	+140,354	New	+$2.74M	0.27%	72

Other funds holding WBT

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Telemus Capital's WBT Position: Q4 2018 in Review

Telemus Capital sold out of Welbilt, Inc. (WBT) in Q4 2018, closing a stake of 140,409 shares — an estimated $2.93M sold.

Telemus Capital first reported a position in WBT in Q2 2017 and held it in 6 quarters. The position peaked at $3.14M in Q4 2017. 232 funds tracked by Wall St. Rank hold WBT as of Q4 2018.

Telemus Capital reported no remaining Welbilt, Inc. position as of Q4 2018 after selling out during the quarter.
Telemus Capital sold 140,409 Welbilt, Inc. shares in Q4 2018, an estimated $2.93M.
Telemus Capital first reported a position in Welbilt, Inc. in Q2 2017 and held it in 6 quarters.
Telemus Capital's Welbilt, Inc. position peaked at $3.14M in Q4 2017.
232 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q4 2018.

Based on Telemus Capital's 13F filing for Q4 2018, filed 6 Feb 2019.