GWS
WBT

Glassman Wealth Services’s Welbilt, Inc. WBT Stock Holding History

Glassman Wealth Services’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
Q2 		– Sell
-127
Closed -$1K – 1629
2020
Q1 		$1K Buy
127
+8
+7% +$96 ﹤0.01% 1053
2019
Q4 		$2K Buy
119
+3
+3% +$51 ﹤0.01% 819
2019
Q3 		$2K Sell
116
-3
-3% -$49 ﹤0.01% 756
2019
Q2 		$2K Buy
119
+3
+3% +$49 ﹤0.01% 773
2019
Q1 		$2K Buy
116
+93
+404% +$1.36K ﹤0.01% 736
2018
Q4 		$0 Sell
23
-49
-68% -$756 ﹤0.01% 1037
2018
Q3 		$2K Hold
72
– – ﹤0.01% 628
2018
Q2 		$2K Hold
72
– – ﹤0.01% 600
2018
Q1 		$1K Buy
+72
New +$1.54K ﹤0.01% 694

Other funds holding WBT

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return

Glassman Wealth Services's WBT Position: Q2 2020 in Review

Glassman Wealth Services sold out of Welbilt, Inc. (WBT) in Q2 2020, closing a stake of 127 shares — an estimated $1K sold.

Glassman Wealth Services first reported a position in WBT in Q1 2018 and held it in 9 quarters. The position peaked at $2K in Q4 2019. 187 funds tracked by Wall St. Rank hold WBT as of Q2 2020.

  • Glassman Wealth Services reported no remaining Welbilt, Inc. position as of Q2 2020 after selling out during the quarter.
  • Glassman Wealth Services sold 127 Welbilt, Inc. shares in Q2 2020, an estimated $1K.
  • Glassman Wealth Services first reported a position in Welbilt, Inc. in Q1 2018 and held it in 9 quarters.
  • Glassman Wealth Services's Welbilt, Inc. position peaked at $2K in Q4 2019.
  • 187 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q2 2020.

Based on Glassman Wealth Services's 13F filing for Q2 2020, filed 6 Aug 2020.