AG
WBT

Advisor Group’s Welbilt, Inc. WBT Stock Holding History

Advisor Group’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
Q4 		$361K Buy
23,127
+5,839
+34% +$99.9K ﹤0.01% 1909
2019
Q3 		$290K Sell
17,288
-2,657
-13% -$43.1K ﹤0.01% 2040
2019
Q2 		$332K Sell
19,945
-3,209
-14% -$52.5K ﹤0.01% 1914
2019
Q1 		$379K Sell
23,154
-826
-3% -$12.1K ﹤0.01% 1796
2018
Q4 		$267K Sell
23,980
-4,353
-15% -$67.2K ﹤0.01% 1879
2018
Q3 		$592K Buy
28,333
+8,847
+45% +$195K 0.01% 1341
2018
Q2 		$434K Buy
19,486
+1,175
+6% +$23.5K 0.01% 1417
2018
Q1 		$356K Sell
18,311
-4,438
-20% -$94.8K ﹤0.01% 1556
2017
Q4 		$535K Buy
22,749
+9,700
+74% +$214K 0.01% 1285
2017
Q3 		$300K Buy
13,049
+1,418
+12% +$28.7K ﹤0.01% 1536
2017
Q2 		$220K Sell
11,631
-85
-0.7% -$1.66K ﹤0.01% 1713
2017
Q1 		$231K Buy
11,716
+812
+7% +$15.5K ﹤0.01% 1547
2016
Q4 		$210K Sell
10,904
-2,190
-17% -$37.4K ﹤0.01% 1510
2016
Q3 		$213K Sell
13,094
-754
-5% -$12.9K 0.01% 1479
2016
Q2 		$243K Buy
+13,848
New +$221K 0.01% 1328

Other funds holding WBT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Advisor Group's WBT Position: Q4 2019 in Review

Advisor Group increased its Welbilt, Inc. (WBT) stake by 34% in Q4 2019, buying an estimated $99.9K and bringing the position to 23,127 shares worth $361K. The position accounts for ﹤0.01% of the portfolio, ranked #1909.

Advisor Group first reported a position in WBT in Q2 2016 and has held it in 15 quarters since. The position peaked at $592K in Q3 2018. 224 funds tracked by Wall St. Rank hold WBT as of Q4 2019.

  • Advisor Group held 23,127 shares of Welbilt, Inc. worth $361K as of Q4 2019.
  • Advisor Group bought 5,839 Welbilt, Inc. shares in Q4 2019, an estimated $99.9K.
  • Welbilt, Inc. made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1909 holding.
  • Advisor Group first reported a position in Welbilt, Inc. in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Welbilt, Inc. position peaked at $592K in Q3 2018.
  • 224 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.