CWM
WBT

Cornerstone Wealth Management’s Welbilt, Inc. WBT Stock Holding History

Cornerstone Wealth Management’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
-4,460
Closed -$200K – 1232
2018
Q3 		$200K Buy
4,460
+24
+0.5% +$529 ﹤0.01% 1206
2018
Q2 		$200K Buy
+4,436
New +$88.7K ﹤0.01% 1343

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
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

Cornerstone Wealth Management's WBT Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of Welbilt, Inc. (WBT) in Q4 2018, closing a stake of 4,460 shares — an estimated $200K sold.

Cornerstone Wealth Management first reported a position in WBT in Q2 2018 and held it in 2 quarters. The position peaked at $200K in Q3 2018. 232 funds tracked by Wall St. Rank hold WBT as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining Welbilt, Inc. position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 4,460 Welbilt, Inc. shares in Q4 2018, an estimated $200K.
  • Cornerstone Wealth Management first reported a position in Welbilt, Inc. in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's Welbilt, Inc. position peaked at $200K in Q3 2018.
  • 232 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.