DWM
WBT

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

Doyle 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
2019
Q1 		– Sell
-91
Closed -$1K – 816
2018
Q4 		$1K Buy
+91
New +$1.4K ﹤0.01% 849

Other funds holding WBT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Doyle Wealth Management's WBT Position: Q1 2019 in Review

Doyle Wealth Management sold out of Welbilt, Inc. (WBT) in Q1 2019, closing a stake of 91 shares — an estimated $1K sold.

Doyle Wealth Management first reported a position in WBT in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 233 funds tracked by Wall St. Rank hold WBT as of Q1 2019.

  • Doyle Wealth Management reported no remaining Welbilt, Inc. position as of Q1 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 91 Welbilt, Inc. shares in Q1 2019, an estimated $1K.
  • Doyle Wealth Management first reported a position in Welbilt, Inc. in Q4 2018 and held it in 1 quarter.
  • Doyle Wealth Management's Welbilt, Inc. position peaked at $1K in Q4 2018.
  • 233 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q1 2019.

Based on Doyle Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.