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

Brinker Capital’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	–	Sell	-15,124	Closed	-$255K	–	995
2019 Q3	$255K	Buy	15,124 +911	+6%	+$14.8K	0.01%	860
2019 Q2	$237K	Buy	+14,213	New	+$232K	0.01%	869

Other funds holding WBT

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

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

GCM

Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Brinker Capital's WBT Position: Q4 2019 in Review

Brinker Capital sold out of Welbilt, Inc. (WBT) in Q4 2019, closing a stake of 15,124 shares — an estimated $255K sold.

Brinker Capital first reported a position in WBT in Q2 2019 and held it in 2 quarters. The position peaked at $255K in Q3 2019. 225 funds tracked by Wall St. Rank hold WBT as of Q4 2019.

Brinker Capital reported no remaining Welbilt, Inc. position as of Q4 2019 after selling out during the quarter.
Brinker Capital sold 15,124 Welbilt, Inc. shares in Q4 2019, an estimated $255K.
Brinker Capital first reported a position in Welbilt, Inc. in Q2 2019 and held it in 2 quarters.
Brinker Capital's Welbilt, Inc. position peaked at $255K in Q3 2019.
225 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q4 2019.

Based on Brinker Capital's 13F filing for Q4 2019, filed 18 Feb 2020.