CIBC Private Wealth Group
WBT

CIBC Private Wealth Group’s Welbilt, Inc. WBT Stock Holding History

CIBC Private Wealth 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
Q3 		– Sell
-2,268
Closed -$51K – 1839
2018
Q2 		$51K Sell
2,268
-41,855
-95% -$837K ﹤0.01% 1163
2018
Q1 		$858K Sell
44,123
-5,115
-10% -$109K ﹤0.01% 668
2017
Q4 		$1.16M Buy
49,238
+1,020
+2% +$22.5K ﹤0.01% 628
2017
Q3 		$1.11M Buy
+48,218
New +$975K 0.01% 613

Other funds holding WBT

Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CIBC Private Wealth Group's WBT Position: Q3 2018 in Review

CIBC Private Wealth Group sold out of Welbilt, Inc. (WBT) in Q3 2018, closing a stake of 2,268 shares — an estimated $51K sold.

CIBC Private Wealth Group first reported a position in WBT in Q3 2017 and held it in 4 quarters. The position peaked at $1.16M in Q4 2017. 220 funds tracked by Wall St. Rank hold WBT as of Q3 2018.

  • CIBC Private Wealth Group reported no remaining Welbilt, Inc. position as of Q3 2018 after selling out during the quarter.
  • CIBC Private Wealth Group sold 2,268 Welbilt, Inc. shares in Q3 2018, an estimated $51K.
  • CIBC Private Wealth Group first reported a position in Welbilt, Inc. in Q3 2017 and held it in 4 quarters.
  • CIBC Private Wealth Group's Welbilt, Inc. position peaked at $1.16M in Q4 2017.
  • 220 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2018.

Based on CIBC Private Wealth Group's 13F filing for Q3 2018, filed 14 Nov 2018.