FGC
WBT

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

Financial Gravity Companies’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
2018
Q4 		$2K Buy
+133
New +$2.05K ﹤0.01% 980
2018
Q1 		$1K Buy
49
+9
+23% +$192 ﹤0.01% 1315
2017
Q4 		$1K Buy
+40
New +$882 ﹤0.01% 1270

Other funds holding WBT

Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
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
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
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Financial Gravity Companies's WBT Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Welbilt, Inc. (WBT) in Q4 2018: 133 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #980 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in WBT as recently as Q1 2018.

Financial Gravity Companies first reported a position in WBT in Q4 2017 and has held it in 3 quarters since. 232 funds tracked by Wall St. Rank hold WBT as of Q4 2018.

  • Financial Gravity Companies held 133 shares of Welbilt, Inc. worth $2K as of Q4 2018.
  • Welbilt, Inc. was a new Financial Gravity Companies position in Q4 2018.
  • Welbilt, Inc. made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #980 holding.
  • Financial Gravity Companies first reported a position in Welbilt, Inc. in Q4 2017 and has held it in 3 quarters since.
  • 232 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.