CQS
WBT

Credential Qtrade Securities’s Welbilt, Inc. WBT Stock Holding History

Credential Qtrade Securities’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
-151
Closed -$2.47K – 302
2019
Q1 		$2.47K Sell
151
-3,255
-96% -$47.5K ﹤0.01% 261
2018
Q4 		$37.8K Sell
3,406
-3,373
-50% -$52K 0.01% 223
2018
Q3 		$142K Buy
+6,779
New +$149K 0.03% 183

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Select Equity Group
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Credential Qtrade Securities's WBT Position: Q2 2019 in Review

Credential Qtrade Securities sold out of Welbilt, Inc. (WBT) in Q2 2019, closing a stake of 151 shares — an estimated $2.47K sold.

Credential Qtrade Securities first reported a position in WBT in Q3 2018 and held it in 3 quarters. The position peaked at $142K in Q3 2018. 220 funds tracked by Wall St. Rank hold WBT as of Q2 2019.

  • Credential Qtrade Securities reported no remaining Welbilt, Inc. position as of Q2 2019 after selling out during the quarter.
  • Credential Qtrade Securities sold 151 Welbilt, Inc. shares in Q2 2019, an estimated $2.47K.
  • Credential Qtrade Securities first reported a position in Welbilt, Inc. in Q3 2018 and held it in 3 quarters.
  • Credential Qtrade Securities's Welbilt, Inc. position peaked at $142K in Q3 2018.
  • 220 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q2 2019.

Based on Credential Qtrade Securities's 13F filing for Q2 2019, filed 21 Jul 2025.