APP
WBT

Avantax Planning Partners’s Welbilt, Inc. WBT Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-1,150
Closed -$24K – 1307
2018
Q3 		$24K Buy
+1,150
New +$25.3K ﹤0.01% 661
2018
Q2 		– Sell
-1,150
Closed -$22K – 1630
2018
Q1 		$22K Buy
+1,150
New +$24.6K ﹤0.01% 759

Other funds holding WBT

Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Avantax Planning Partners's WBT Position: Q4 2018 in Review

Avantax Planning Partners sold out of Welbilt, Inc. (WBT) in Q4 2018, closing a stake of 1,150 shares — an estimated $24K sold.

Avantax Planning Partners first reported a position in WBT in Q1 2018 and held it in 2 quarters. The position peaked at $24K in Q3 2018. 232 funds tracked by Wall St. Rank hold WBT as of Q4 2018.

  • Avantax Planning Partners reported no remaining Welbilt, Inc. position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 1,150 Welbilt, Inc. shares in Q4 2018, an estimated $24K.
  • Avantax Planning Partners first reported a position in Welbilt, Inc. in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Welbilt, Inc. position peaked at $24K in Q3 2018.
  • 232 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.