Certified Advisory Corp’s Welbilt, Inc. WBT Stock Holding History

Certified Advisory Corp’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 Q2	–	Sell	-850	Closed	-$14K	–	847
2019 Q1	$14K	Hold	850	–	–	0.01%	509
2018 Q4	$9K	Sell	850 -400	-32%	-$6.17K	﹤0.01%	561
2018 Q3	$26K	Hold	1,250	–	–	0.01%	402
2018 Q2	$28K	Hold	1,250	–	–	0.02%	368
2018 Q1	$24K	Buy	+1,250	New	+$26.7K	0.01%	377

Other funds holding WBT

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

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 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

SCM

Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Certified Advisory Corp's WBT Position: Q2 2019 in Review

Certified Advisory Corp sold out of Welbilt, Inc. (WBT) in Q2 2019, closing a stake of 850 shares — an estimated $14K sold.

Certified Advisory Corp first reported a position in WBT in Q1 2018 and held it in 5 quarters. The position peaked at $28K in Q2 2018. 220 funds tracked by Wall St. Rank hold WBT as of Q2 2019.

Certified Advisory Corp reported no remaining Welbilt, Inc. position as of Q2 2019 after selling out during the quarter.
Certified Advisory Corp sold 850 Welbilt, Inc. shares in Q2 2019, an estimated $14K.
Certified Advisory Corp first reported a position in Welbilt, Inc. in Q1 2018 and held it in 5 quarters.
Certified Advisory Corp's Welbilt, Inc. position peaked at $28K in Q2 2018.
220 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q2 2019.

Based on Certified Advisory Corp's 13F filing for Q2 2019, filed 7 Aug 2019.