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

Advantage 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	-1,020	Closed	-$11K	–	1025
2018 Q4	$11K	Hold	1,020	–	–	0.01%	641
2018 Q3	$21K	Hold	1,020	–	–	0.01%	575
2018 Q2	$23K	Hold	1,020	–	–	0.02%	517
2018 Q1	$20K	Hold	1,020	–	–	0.01%	554
2017 Q4	$24K	Buy	+1,020	New	+$22.5K	0.01%	542
2017 Q1	–	Sell	-1,020	Closed	-$20K	–	1055
2016 Q4	$20K	Buy	+1,020	New	+$17.4K	0.01%	517

Other funds holding WBT

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

Select Equity Group New York $19.5B AUM 17.33% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Advantage Investment Management sold out of Welbilt, Inc. (WBT) in Q1 2019, closing a stake of 1,020 shares — an estimated $11K sold.

Advantage Investment Management first reported a position in WBT in Q4 2016 and held it in 6 quarters. The position peaked at $24K in Q4 2017. 233 funds tracked by Wall St. Rank hold WBT as of Q1 2019.

Advantage Investment Management reported no remaining Welbilt, Inc. position as of Q1 2019 after selling out during the quarter.
Advantage Investment Management sold 1,020 Welbilt, Inc. shares in Q1 2019, an estimated $11K.
Advantage Investment Management first reported a position in Welbilt, Inc. in Q4 2016 and held it in 6 quarters.
Advantage Investment Management's Welbilt, Inc. position peaked at $24K in Q4 2017.
233 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q1 2019.

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