Flagship Harbor Advisors’s Welbilt, Inc. WBT Stock Holding History

Flagship Harbor 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	-300	Closed	-$1K	–	1928
2020 Q3	$1K	Hold	300	–	–	﹤0.01%	1886
2020 Q2	$1K	Hold	300	–	–	﹤0.01%	1985
2020 Q1	$2K	Hold	300	–	–	﹤0.01%	1699
2019 Q4	$5K	Hold	300	–	–	﹤0.01%	1555
2019 Q3	$5K	Hold	300	–	–	﹤0.01%	1520
2019 Q2	$5K	Hold	300	–	–	﹤0.01%	1524
2019 Q1	$4K	Sell	300 -300	-50%	-$4.38K	﹤0.01%	1569
2018 Q4	$6K	Hold	600	–	–	﹤0.01%	1412
2018 Q3	$12K	Buy	+600	New	+$13.2K	﹤0.01%	1354

Other funds holding WBT

Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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 $1.81T AUM 41.13% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

GCM

Gates Capital Management New York $4.16B AUM 21% 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

Flagship Harbor Advisors's WBT Position: Q4 2020 in Review

Flagship Harbor Advisors sold out of Welbilt, Inc. (WBT) in Q4 2020, closing a stake of 300 shares — an estimated $1K sold.

Flagship Harbor Advisors first reported a position in WBT in Q3 2018 and held it in 9 quarters. The position peaked at $12K in Q3 2018. 191 funds tracked by Wall St. Rank hold WBT as of Q4 2020.

Flagship Harbor Advisors reported no remaining Welbilt, Inc. position as of Q4 2020 after selling out during the quarter.
Flagship Harbor Advisors sold 300 Welbilt, Inc. shares in Q4 2020, an estimated $1K.
Flagship Harbor Advisors first reported a position in Welbilt, Inc. in Q3 2018 and held it in 9 quarters.
Flagship Harbor Advisors's Welbilt, Inc. position peaked at $12K in Q3 2018.
191 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q4 2020.

Based on Flagship Harbor Advisors's 13F filing for Q4 2020, filed 8 Feb 2021.