WHI
WBT

William Harris Investors’s Welbilt, Inc. WBT Stock Holding History

William Harris Investors’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
Q4 		– Sell
-257,294
Closed -$4.17M – 111
2016
Q3 		$4.17M Buy
+257,294
New +$4.4M 1.13% 34

Other funds holding WBT

KCM
Kensico Capital Management Greenwich, Connecticut $5.83B AUM 42.34% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

William Harris Investors's WBT Position: Q4 2016 in Review

William Harris Investors sold out of Welbilt, Inc. (WBT) in Q4 2016, closing a stake of 257,294 shares — an estimated $4.17M sold.

William Harris Investors first reported a position in WBT in Q3 2016 and held it in 1 quarter. The position peaked at $4.17M in Q3 2016. 202 funds tracked by Wall St. Rank hold WBT as of Q4 2016.

  • William Harris Investors reported no remaining Welbilt, Inc. position as of Q4 2016 after selling out during the quarter.
  • William Harris Investors sold 257,294 Welbilt, Inc. shares in Q4 2016, an estimated $4.17M.
  • William Harris Investors first reported a position in Welbilt, Inc. in Q3 2016 and held it in 1 quarter.
  • William Harris Investors's Welbilt, Inc. position peaked at $4.17M in Q3 2016.
  • 202 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q4 2016.

Based on William Harris Investors's 13F filing for Q4 2016, filed 7 Feb 2017.