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

EPG 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
2020 Q2	–	Sell	-483	Closed	-$2K	–	831
2020 Q1	$2K	Buy	+483	New	+$5.81K	﹤0.01%	712

Other funds holding WBT

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GCM

Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return

EPG Wealth Management's WBT Position: Q2 2020 in Review

EPG Wealth Management sold out of Welbilt, Inc. (WBT) in Q2 2020, closing a stake of 483 shares — an estimated $2K sold.

EPG Wealth Management first reported a position in WBT in Q1 2020 and held it in 1 quarter. The position peaked at $2K in Q1 2020. 187 funds tracked by Wall St. Rank hold WBT as of Q2 2020.

EPG Wealth Management reported no remaining Welbilt, Inc. position as of Q2 2020 after selling out during the quarter.
EPG Wealth Management sold 483 Welbilt, Inc. shares in Q2 2020, an estimated $2K.
EPG Wealth Management first reported a position in Welbilt, Inc. in Q1 2020 and held it in 1 quarter.
EPG Wealth Management's Welbilt, Inc. position peaked at $2K in Q1 2020.
187 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.