GSWM
WBT

Golden State Wealth Management’s Welbilt, Inc. WBT Stock Holding History

Golden State Wealth Management’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
Q4 		– Sell
-750
Closed -$13K – 1046
2019
Q3 		$13K Sell
750
-8,600
-92% -$140K ﹤0.01% 703
2019
Q2 		$156K Hold
9,350
– – 0.05% 261
2019
Q1 		$153K Buy
+9,350
New +$136K 0.05% 258

Other funds holding WBT

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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
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Golden State Wealth Management's WBT Position: Q4 2019 in Review

Golden State Wealth Management sold out of Welbilt, Inc. (WBT) in Q4 2019, closing a stake of 750 shares — an estimated $13K sold.

Golden State Wealth Management first reported a position in WBT in Q1 2019 and held it in 3 quarters. The position peaked at $156K in Q2 2019. 224 funds tracked by Wall St. Rank hold WBT as of Q4 2019.

  • Golden State Wealth Management reported no remaining Welbilt, Inc. position as of Q4 2019 after selling out during the quarter.
  • Golden State Wealth Management sold 750 Welbilt, Inc. shares in Q4 2019, an estimated $13K.
  • Golden State Wealth Management first reported a position in Welbilt, Inc. in Q1 2019 and held it in 3 quarters.
  • Golden State Wealth Management's Welbilt, Inc. position peaked at $156K in Q2 2019.
  • 224 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q4 2019.

Based on Golden State Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.