Evoke Wealth’s Welbilt, Inc. WBT Stock Holding History

Evoke Wealth’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 Q3	–	Sell	-46	Closed	–	–	1163
2020 Q2	$0	Sell	46 -101	-69%	-$546	﹤0.01%	1231
2020 Q1	$754	Sell	147 -1,010	-87%	-$12.2K	﹤0.01%	969
2019 Q4	$18.1K	Hold	1,157	–	–	﹤0.01%	612
2019 Q3	$19.5K	Buy	+1,157	New	+$18.8K	﹤0.01%	667

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

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

CIP

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

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

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 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

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

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

Evoke Wealth's WBT Position: Q3 2020 in Review

Evoke Wealth sold out of Welbilt, Inc. (WBT) in Q3 2020, closing a stake of 46 shares.

Evoke Wealth first reported a position in WBT in Q3 2019 and held it in 4 quarters. The position peaked at $19.5K in Q3 2019. 197 funds tracked by Wall St. Rank hold WBT as of Q3 2020.

Evoke Wealth reported no remaining Welbilt, Inc. position as of Q3 2020 after selling out during the quarter.
Evoke Wealth sold 46 Welbilt, Inc. shares in Q3 2020.
Evoke Wealth first reported a position in Welbilt, Inc. in Q3 2019 and held it in 4 quarters.
Evoke Wealth's Welbilt, Inc. position peaked at $19.5K in Q3 2019.
197 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2020.

Based on Evoke Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.