FGAM
WBT

Financial Gravity Asset Management’s Welbilt, Inc. WBT Stock Holding History

Financial Gravity Asset 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
Q2 		– Sell
-94
Closed -$2K – 1771
2019
Q1 		$2K Buy
+94
New +$1.37K ﹤0.01% 1005
2018
Q3 		$2K Buy
93
+55
+145% +$1.21K ﹤0.01% 1032
2018
Q2 		$1K Sell
38
-11
-22% -$220 ﹤0.01% 1319
2018
Q1 		$1K Buy
+49
New +$1.05K ﹤0.01% 1315

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

Financial Gravity Asset Management's WBT Position: Q2 2019 in Review

Financial Gravity Asset Management sold out of Welbilt, Inc. (WBT) in Q2 2019, closing a stake of 94 shares — an estimated $2K sold.

Financial Gravity Asset Management first reported a position in WBT in Q1 2018 and held it in 4 quarters. The position peaked at $2K in Q1 2019. 220 funds tracked by Wall St. Rank hold WBT as of Q2 2019.

  • Financial Gravity Asset Management reported no remaining Welbilt, Inc. position as of Q2 2019 after selling out during the quarter.
  • Financial Gravity Asset Management sold 94 Welbilt, Inc. shares in Q2 2019, an estimated $2K.
  • Financial Gravity Asset Management first reported a position in Welbilt, Inc. in Q1 2018 and held it in 4 quarters.
  • Financial Gravity Asset Management's Welbilt, Inc. position peaked at $2K in Q1 2019.
  • 220 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q2 2019.

Based on Financial Gravity Asset Management's 13F filing for Q2 2019, filed 26 Jul 2019.