Cambridge Investment Research Advisors
WBT

Cambridge Investment Research Advisors’s Welbilt, Inc. WBT Stock Holding History

Cambridge Investment Research Advisors’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
Q3 		– Sell
-27,194
Closed -$454K – 2433
2019
Q2 		$454K Buy
27,194
+6,303
+30% +$103K ﹤0.01% 1491
2019
Q1 		$342K Buy
20,891
+1,211
+6% +$17.7K ﹤0.01% 1731
2018
Q4 		$219K Sell
19,680
-1,073
-5% -$16.6K ﹤0.01% 1863
2018
Q3 		$433K Buy
20,753
+2,005
+11% +$44.2K ﹤0.01% 1536
2018
Q2 		$418K Sell
18,748
-305
-2% -$6.1K ﹤0.01% 1503
2018
Q1 		$371K Buy
19,053
+922
+5% +$19.7K ﹤0.01% 1519
2017
Q4 		$426K Buy
18,131
+1,499
+9% +$33.1K 0.01% 1419
2017
Q3 		$383K Buy
16,632
+375
+2% +$7.58K 0.01% 1398
2017
Q2 		$306K Sell
16,257
-807
-5% -$15.8K ﹤0.01% 1496
2017
Q1 		$335K Sell
17,064
-2,850
-14% -$54.6K 0.01% 1306
2016
Q4 		$385K Sell
19,914
-5,678
-22% -$96.9K 0.01% 1135
2016
Q3 		$415K Buy
25,592
+1,553
+6% +$26.5K 0.01% 1134
2016
Q2 		$424K Buy
24,039
+1,400
+6% +$22.3K 0.01% 1010
2016
Q1 		$334K Buy
+22,639
New +$329K 0.01% 1114

Other funds holding WBT

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cambridge Investment Research Advisors's WBT Position: Q3 2019 in Review

Cambridge Investment Research Advisors sold out of Welbilt, Inc. (WBT) in Q3 2019, closing a stake of 27,194 shares — an estimated $454K sold.

Cambridge Investment Research Advisors first reported a position in WBT in Q1 2016 and held it in 14 quarters. The position peaked at $454K in Q2 2019. 220 funds tracked by Wall St. Rank hold WBT as of Q3 2019.

  • Cambridge Investment Research Advisors reported no remaining Welbilt, Inc. position as of Q3 2019 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 27,194 Welbilt, Inc. shares in Q3 2019, an estimated $454K.
  • Cambridge Investment Research Advisors first reported a position in Welbilt, Inc. in Q1 2016 and held it in 14 quarters.
  • Cambridge Investment Research Advisors's Welbilt, Inc. position peaked at $454K in Q2 2019.
  • 220 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2019.

Based on Cambridge Investment Research Advisors's 13F filing for Q3 2019, filed 28 Oct 2019.