BCI
WBT

Brinker Capital Investments’s Welbilt, Inc. WBT Stock Holding History

Brinker Capital Investments’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
Q1 		– Sell
-403
Closed -$6K – 804
2019
Q4 		$6K Buy
+403
New +$6.9K ﹤0.01% 634

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Brinker Capital Investments's WBT Position: Q1 2020 in Review

Brinker Capital Investments sold out of Welbilt, Inc. (WBT) in Q1 2020, closing a stake of 403 shares — an estimated $6K sold.

Brinker Capital Investments first reported a position in WBT in Q4 2019 and held it in 1 quarter. The position peaked at $6K in Q4 2019. 201 funds tracked by Wall St. Rank hold WBT as of Q1 2020.

  • Brinker Capital Investments reported no remaining Welbilt, Inc. position as of Q1 2020 after selling out during the quarter.
  • Brinker Capital Investments sold 403 Welbilt, Inc. shares in Q1 2020, an estimated $6K.
  • Brinker Capital Investments first reported a position in Welbilt, Inc. in Q4 2019 and held it in 1 quarter.
  • Brinker Capital Investments's Welbilt, Inc. position peaked at $6K in Q4 2019.
  • 201 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q1 2020.

Based on Brinker Capital Investments's 13F filing for Q1 2020, filed 13 May 2020.