WIM
WBT

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

Westside 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
Q4 		– Sell
-141
Closed -$2.87K – 827
2018
Q3 		$2.87K Hold
141
– – ﹤0.01% 655
2018
Q2 		$3.13K Buy
141
+34
+32% +$680 ﹤0.01% 733
2018
Q1 		$2.03K Hold
107
– – ﹤0.01% 763
2017
Q4 		$2.49K Sell
107
-19
-15% -$419 ﹤0.01% 774
2017
Q3 		$2.81K Hold
126
– – ﹤0.01% 734
2017
Q2 		$2.43K Hold
126
– – ﹤0.01% 735
2017
Q1 		$2.4K Hold
126
– – ﹤0.01% 698
2016
Q4 		$2.47K Buy
+126
New +$2.15K ﹤0.01% 581

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

Westside Investment Management's WBT Position: Q4 2018 in Review

Westside Investment Management sold out of Welbilt, Inc. (WBT) in Q4 2018, closing a stake of 141 shares — an estimated $2.87K sold.

Westside Investment Management first reported a position in WBT in Q4 2016 and held it in 8 quarters. The position peaked at $3.13K in Q2 2018. 232 funds tracked by Wall St. Rank hold WBT as of Q4 2018.

  • Westside Investment Management reported no remaining Welbilt, Inc. position as of Q4 2018 after selling out during the quarter.
  • Westside Investment Management sold 141 Welbilt, Inc. shares in Q4 2018, an estimated $2.87K.
  • Westside Investment Management first reported a position in Welbilt, Inc. in Q4 2016 and held it in 8 quarters.
  • Westside Investment Management's Welbilt, Inc. position peaked at $3.13K in Q2 2018.
  • 232 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q4 2018.

Based on Westside Investment Management's 13F filing for Q4 2018, filed 5 Feb 2019.