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WBT

Fort LP’s Welbilt, Inc. WBT Stock Holding History

Fort LP’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
Q3 		– Sell
-11,629
Closed -$194K – 504
2019
Q2 		$194K Sell
11,629
-11,896
-51% -$195K 0.04% 291
2019
Q1 		$385K Buy
23,525
+4,520
+24% +$66K 0.08% 257
2018
Q4 		$211K Sell
19,005
-402
-2% -$6.2K 0.05% 267
2018
Q3 		$405K Buy
19,407
+13,765
+244% +$303K 0.09% 227
2018
Q2 		$126K Buy
+5,642
New +$113K 0.03% 57

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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
BlackRock
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
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fort LP's WBT Position: Q3 2019 in Review

Fort LP sold out of Welbilt, Inc. (WBT) in Q3 2019, closing a stake of 11,629 shares — an estimated $194K sold.

Fort LP first reported a position in WBT in Q2 2018 and held it in 5 quarters. The position peaked at $405K in Q3 2018. 220 funds tracked by Wall St. Rank hold WBT as of Q3 2019.

  • Fort LP reported no remaining Welbilt, Inc. position as of Q3 2019 after selling out during the quarter.
  • Fort LP sold 11,629 Welbilt, Inc. shares in Q3 2019, an estimated $194K.
  • Fort LP first reported a position in Welbilt, Inc. in Q2 2018 and held it in 5 quarters.
  • Fort LP's Welbilt, Inc. position peaked at $405K in Q3 2018.
  • 220 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2019.

Based on Fort LP's 13F filing for Q3 2019, filed 13 Nov 2019.