GRP
WBT

Global Retirement Partners’s Welbilt, Inc. WBT Stock Holding History

Global Retirement Partners’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
Q1 		– Sell
-114
Closed -$1K – 1580
2018
Q4 		$1K Sell
114
-166
-59% -$2.56K ﹤0.01% 1431
2018
Q3 		$6K Hold
280
– – ﹤0.01% 1204
2018
Q2 		$6K Buy
280
+135
+93% +$2.7K ﹤0.01% 1179
2018
Q1 		$3K Hold
145
– – ﹤0.01% 1301
2017
Q4 		$3K Sell
145
-18
-11% -$397 ﹤0.01% 1264
2017
Q3 		$4K Hold
163
– – ﹤0.01% 1062
2017
Q2 		$3K Hold
163
– – ﹤0.01% 1045
2017
Q1 		$3K Hold
163
– – ﹤0.01% 1001
2016
Q4 		$3K Buy
+163
New +$2.78K ﹤0.01% 935

Other funds holding WBT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Global Retirement Partners's WBT Position: Q1 2019 in Review

Global Retirement Partners sold out of Welbilt, Inc. (WBT) in Q1 2019, closing a stake of 114 shares — an estimated $1K sold.

Global Retirement Partners first reported a position in WBT in Q4 2016 and held it in 9 quarters. The position peaked at $6K in Q3 2018. 233 funds tracked by Wall St. Rank hold WBT as of Q1 2019.

  • Global Retirement Partners reported no remaining Welbilt, Inc. position as of Q1 2019 after selling out during the quarter.
  • Global Retirement Partners sold 114 Welbilt, Inc. shares in Q1 2019, an estimated $1K.
  • Global Retirement Partners first reported a position in Welbilt, Inc. in Q4 2016 and held it in 9 quarters.
  • Global Retirement Partners's Welbilt, Inc. position peaked at $6K in Q3 2018.
  • 233 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q1 2019.

Based on Global Retirement Partners's 13F filing for Q1 2019, filed 7 May 2019.