BFEC
WBT

Benjamin F. Edwards & Company’s Welbilt, Inc. WBT Stock Holding History

Benjamin F. Edwards & Company’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
2020
Q2 		– Sell
-100
Closed -$1K – 1840
2020
Q1 		$1K Sell
100
-215
-68% -$2.59K ﹤0.01% 1685
2019
Q4 		$5K Sell
315
-700
-69% -$12K ﹤0.01% 1641
2019
Q3 		$17K Sell
1,015
-790
-44% -$12.8K ﹤0.01% 1248
2019
Q2 		$30K Buy
+1,805
New +$29.5K ﹤0.01% 1061

Other funds holding WBT

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return

Benjamin F. Edwards & Company's WBT Position: Q2 2020 in Review

Benjamin F. Edwards & Company sold out of Welbilt, Inc. (WBT) in Q2 2020, closing a stake of 100 shares — an estimated $1K sold.

Benjamin F. Edwards & Company first reported a position in WBT in Q2 2019 and held it in 4 quarters. The position peaked at $30K in Q2 2019. 187 funds tracked by Wall St. Rank hold WBT as of Q2 2020.

  • Benjamin F. Edwards & Company reported no remaining Welbilt, Inc. position as of Q2 2020 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 100 Welbilt, Inc. shares in Q2 2020, an estimated $1K.
  • Benjamin F. Edwards & Company first reported a position in Welbilt, Inc. in Q2 2019 and held it in 4 quarters.
  • Benjamin F. Edwards & Company's Welbilt, Inc. position peaked at $30K in Q2 2019.
  • 187 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q2 2020.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2020, filed 14 Aug 2020.