CPIG
WBT

Chicago Partners Investment Group’s Welbilt, Inc. WBT Stock Holding History

Chicago Partners Investment Group’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
2018
Q4 		– Sell
-300
Closed -$6K – 1000
2018
Q3 		$6K Buy
+300
New +$6.61K ﹤0.01% 899

Other funds holding WBT

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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
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
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Chicago Partners Investment Group's WBT Position: Q4 2018 in Review

Chicago Partners Investment Group sold out of Welbilt, Inc. (WBT) in Q4 2018, closing a stake of 300 shares — an estimated $6K sold.

Chicago Partners Investment Group first reported a position in WBT in Q3 2018 and held it in 1 quarter. The position peaked at $6K in Q3 2018. 232 funds tracked by Wall St. Rank hold WBT as of Q4 2018.

  • Chicago Partners Investment Group reported no remaining Welbilt, Inc. position as of Q4 2018 after selling out during the quarter.
  • Chicago Partners Investment Group sold 300 Welbilt, Inc. shares in Q4 2018, an estimated $6K.
  • Chicago Partners Investment Group first reported a position in Welbilt, Inc. in Q3 2018 and held it in 1 quarter.
  • Chicago Partners Investment Group's Welbilt, Inc. position peaked at $6K in Q3 2018.
  • 232 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q4 2018.

Based on Chicago Partners Investment Group's 13F filing for Q4 2018, filed 11 Jan 2019.