Advisory Services Network’s Welbilt, Inc. WBT Stock Holding History

Advisory Services Network’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
2021 Q3	–	Sell	-70	Closed	-$2K	–	3588
2021 Q2	$2K	Buy	+70	New	+$1.49K	﹤0.01%	3400
2021 Q1	–	Sell	-70	Closed	-$1K	–	3242
2020 Q4	$1K	Sell	70 -140	-67%	-$1.26K	﹤0.01%	3240
2020 Q3	$1K	Buy	+210	New	+$1.42K	﹤0.01%	3491
2020 Q2	–	Sell	-70	Closed	–	–	2988
2020 Q1	$0	Buy	+70	New	+$842	﹤0.01%	3381
2019 Q4	–	Sell	-835	Closed	-$14K	–	3316
2019 Q3	$14K	Hold	835	–	–	﹤0.01%	2022
2019 Q2	$14K	Hold	835	–	–	﹤0.01%	2020
2019 Q1	$14K	Sell	835 -126	-13%	-$1.84K	﹤0.01%	1751
2018 Q4	$10K	Sell	961 -461	-32%	-$7.11K	﹤0.01%	1774
2018 Q3	$30K	Buy	1,422 +91	+7%	+$2K	﹤0.01%	1439
2018 Q2	$30K	Hold	1,331	–	–	﹤0.01%	1399
2018 Q1	$26K	Buy	1,331 +78	+6%	+$1.67K	﹤0.01%	1564
2017 Q4	$29K	Buy	1,253 +313	+33%	+$6.9K	﹤0.01%	1496
2017 Q3	$22K	Sell	940 -548	-37%	-$11.1K	﹤0.01%	1382
2017 Q2	$28K	Sell	1,488 -915	-38%	-$17.9K	﹤0.01%	1239
2017 Q1	$47K	Buy	+2,403	New	+$46K	0.01%	1014
2016 Q3	$109K	Sell	6,705 -410	-6%	-$7K	0.02%	668
2016 Q2	$125K	Buy	+7,115	New	+$113K	0.03%	558

Other funds holding WBT

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

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return

WIC

Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Advisory Services Network's WBT Position: Q3 2021 in Review

Advisory Services Network sold out of Welbilt, Inc. (WBT) in Q3 2021, closing a stake of 70 shares — an estimated $2K sold.

Advisory Services Network first reported a position in WBT in Q2 2016 and held it in 17 quarters. The position peaked at $125K in Q2 2016. 212 funds tracked by Wall St. Rank hold WBT as of Q3 2021.

Advisory Services Network reported no remaining Welbilt, Inc. position as of Q3 2021 after selling out during the quarter.
Advisory Services Network sold 70 Welbilt, Inc. shares in Q3 2021, an estimated $2K.
Advisory Services Network first reported a position in Welbilt, Inc. in Q2 2016 and held it in 17 quarters.
Advisory Services Network's Welbilt, Inc. position peaked at $125K in Q2 2016.
212 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2021.

Based on Advisory Services Network's 13F filing for Q3 2021, filed 5 Nov 2021.