EFG Asset Management (Americas)’s Welbilt, Inc. WBT Stock Holding History

EFG Asset Management (Americas)’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	-13,350	Closed	-$219K	–	124
2019 Q1	$219K	Sell	13,350 -2,524	-16%	-$36.8K	0.07%	111
2018 Q4	$176K	Sell	15,874 -164,319	-91%	-$2.54M	0.06%	104
2018 Q3	$3.76M	Buy	180,193 +903	+0.5%	+$19.9K	1.08%	32
2018 Q2	$4M	Buy	179,290 +45,743	+34%	+$914K	1.21%	26
2018 Q1	$2.6M	Sell	133,547 -19,349	-13%	-$413K	1.08%	30
2017 Q4	$3.6M	Sell	152,896 -14,023	-8%	-$309K	1.3%	23
2017 Q3	$3.85M	Sell	166,919 -5,439	-3%	-$110K	1.46%	16
2017 Q2	$3.3M	Buy	172,358 +5,899	+4%	+$115K	1.25%	18
2017 Q1	$3.33M	Buy	166,459 +10,076	+6%	+$193K	1.29%	20
2016 Q4	$3.02M	Buy	+156,383	New	+$2.67M	1.32%	23

Other funds holding WBT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

EFG Asset Management (Americas)'s WBT Position: Q2 2019 in Review

EFG Asset Management (Americas) sold out of Welbilt, Inc. (WBT) in Q2 2019, closing a stake of 13,350 shares — an estimated $219K sold.

EFG Asset Management (Americas) first reported a position in WBT in Q4 2016 and held it in 10 quarters. The position peaked at $4M in Q2 2018. 220 funds tracked by Wall St. Rank hold WBT as of Q2 2019.

EFG Asset Management (Americas) reported no remaining Welbilt, Inc. position as of Q2 2019 after selling out during the quarter.
EFG Asset Management (Americas) sold 13,350 Welbilt, Inc. shares in Q2 2019, an estimated $219K.
EFG Asset Management (Americas) first reported a position in Welbilt, Inc. in Q4 2016 and held it in 10 quarters.
EFG Asset Management (Americas)'s Welbilt, Inc. position peaked at $4M in Q2 2018.
220 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q2 2019.

Based on EFG Asset Management (Americas)'s 13F filing for Q2 2019, filed 9 Jul 2019.