WRF
WBT

Waddell & Reed Financial’s Welbilt, Inc. WBT Stock Holding History

Waddell & Reed Financial’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
2016
Q2 		– Sell
-315,100
Closed -$4.64M – 633
2016
Q1 		$4.64M Buy
+315,100
New +$4.58M 0.01% 495

Other funds holding WBT

KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PCM
Pennant Capital Management Summit, New Jersey $212M AUM 19.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Waddell & Reed Financial's WBT Position: Q2 2016 in Review

Waddell & Reed Financial sold out of Welbilt, Inc. (WBT) in Q2 2016, closing a stake of 315,100 shares — an estimated $4.64M sold.

Waddell & Reed Financial first reported a position in WBT in Q1 2016 and held it in 1 quarter. The position peaked at $4.64M in Q1 2016. 191 funds tracked by Wall St. Rank hold WBT as of Q2 2016.

  • Waddell & Reed Financial reported no remaining Welbilt, Inc. position as of Q2 2016 after selling out during the quarter.
  • Waddell & Reed Financial sold 315,100 Welbilt, Inc. shares in Q2 2016, an estimated $4.64M.
  • Waddell & Reed Financial first reported a position in Welbilt, Inc. in Q1 2016 and held it in 1 quarter.
  • Waddell & Reed Financial's Welbilt, Inc. position peaked at $4.64M in Q1 2016.
  • 191 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q2 2016.

Based on Waddell & Reed Financial's 13F filing for Q2 2016, filed 12 Aug 2016.