HM Payson & Co’s Welbilt, Inc. WBT Stock Holding History

HM Payson & Co’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	-600	Closed	-$10K	–	993
2019 Q2	$10K	Buy	+600	New	+$9.81K	﹤0.01%	824

Other funds holding WBT

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

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

HM Payson & Co's WBT Position: Q3 2019 in Review

HM Payson & Co sold out of Welbilt, Inc. (WBT) in Q3 2019, closing a stake of 600 shares — an estimated $10K sold.

HM Payson & Co first reported a position in WBT in Q2 2019 and held it in 1 quarter. The position peaked at $10K in Q2 2019. 220 funds tracked by Wall St. Rank hold WBT as of Q3 2019.

HM Payson & Co reported no remaining Welbilt, Inc. position as of Q3 2019 after selling out during the quarter.
HM Payson & Co sold 600 Welbilt, Inc. shares in Q3 2019, an estimated $10K.
HM Payson & Co first reported a position in Welbilt, Inc. in Q2 2019 and held it in 1 quarter.
HM Payson & Co's Welbilt, Inc. position peaked at $10K in Q2 2019.
220 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2019.

Based on HM Payson & Co's 13F filing for Q3 2019, filed 12 Nov 2019.