ZIM
WBT

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

Zacks 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
2019
Q1 		– Sell
-110,569
Closed -$1.23M – 613
2018
Q4 		$1.23M Buy
+110,569
New +$1.71M 0.03% 313
2018
Q1 		– Sell
-43,924
Closed -$1.03M – 646
2017
Q4 		$1.03M Sell
43,924
-1,730
-4% -$38.2K 0.02% 397
2017
Q3 		$1.05M Buy
+45,654
New +$923K 0.02% 368

Other funds holding WBT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Zacks Investment Management's WBT Position: Q1 2019 in Review

Zacks Investment Management sold out of Welbilt, Inc. (WBT) in Q1 2019, closing a stake of 110,569 shares — an estimated $1.23M sold.

Zacks Investment Management first reported a position in WBT in Q3 2017 and held it in 3 quarters. The position peaked at $1.23M in Q4 2018. 233 funds tracked by Wall St. Rank hold WBT as of Q1 2019.

  • Zacks Investment Management reported no remaining Welbilt, Inc. position as of Q1 2019 after selling out during the quarter.
  • Zacks Investment Management sold 110,569 Welbilt, Inc. shares in Q1 2019, an estimated $1.23M.
  • Zacks Investment Management first reported a position in Welbilt, Inc. in Q3 2017 and held it in 3 quarters.
  • Zacks Investment Management's Welbilt, Inc. position peaked at $1.23M in Q4 2018.
  • 233 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q1 2019.

Based on Zacks Investment Management's 13F filing for Q1 2019, filed 15 May 2019.