First Trust Advisors’s Welbilt, Inc. WBT Stock Holding History

First Trust Advisors’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 Q4	–	Sell	-93,810	Closed	-$578K	–	2450
2020 Q3	$578K	Buy	93,810 +46,387	+98%	+$313K	﹤0.01%	1990
2020 Q2	$289K	Buy	+47,423	New	+$257K	﹤0.01%	2149
2019 Q2	–	Sell	-60,298	Closed	-$988K	–	2536
2019 Q1	$988K	Buy	+60,298	New	+$880K	﹤0.01%	1865
2018 Q4	–	Sell	-351,206	Closed	-$7.33M	–	2508
2018 Q3	$7.33M	Buy	+351,206	New	+$7.74M	0.01%	949
2018 Q1	–	Sell	-711,538	Closed	-$16.7M	–	2414
2017 Q4	$16.7M	Buy	711,538 +701,161	+6,757%	+$15.5M	0.04%	598
2017 Q3	$239K	Sell	10,377 -557,629	-98%	-$11.3M	﹤0.01%	2290
2017 Q2	$10.7M	Buy	+568,006	New	+$11.1M	0.03%	717
2016 Q3	–	Sell	-95,321	Closed	-$1.68M	–	2408
2016 Q2	$1.68M	Buy	95,321 +21,913	+30%	+$349K	0.01%	1391
2016 Q1	$1.08M	Buy	+73,408	New	+$1.07M	﹤0.01%	1641

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

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

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

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

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

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

GCM

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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

First Trust Advisors's WBT Position: Q4 2020 in Review

First Trust Advisors sold out of Welbilt, Inc. (WBT) in Q4 2020, closing a stake of 93,810 shares — an estimated $578K sold.

First Trust Advisors first reported a position in WBT in Q1 2016 and held it in 9 quarters. The position peaked at $16.7M in Q4 2017. 191 funds tracked by Wall St. Rank hold WBT as of Q4 2020.

First Trust Advisors reported no remaining Welbilt, Inc. position as of Q4 2020 after selling out during the quarter.
First Trust Advisors sold 93,810 Welbilt, Inc. shares in Q4 2020, an estimated $578K.
First Trust Advisors first reported a position in Welbilt, Inc. in Q1 2016 and held it in 9 quarters.
First Trust Advisors's Welbilt, Inc. position peaked at $16.7M in Q4 2017.
191 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q4 2020.

Based on First Trust Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.