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

IHT 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
2018 Q2	–	Sell	-1,197	Closed	-$23K	–	1482
2018 Q1	$23K	Hold	1,197	–	–	0.01%	931
2017 Q4	$28K	Hold	1,197	–	–	0.01%	891
2017 Q3	$27K	Hold	1,197	–	–	0.01%	684
2017 Q2	$975	Hold	1,197	–	–	0.47%	53
2017 Q1	$23K	Hold	1,197	–	–	0.02%	629
2016 Q4	$23K	Buy	+1,197	New	+$20.4K	0.02%	596

Other funds holding WBT

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

GCM

Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

IHT Wealth Management's WBT Position: Q2 2018 in Review

IHT Wealth Management sold out of Welbilt, Inc. (WBT) in Q2 2018, closing a stake of 1,197 shares — an estimated $23K sold.

IHT Wealth Management first reported a position in WBT in Q4 2016 and held it in 6 quarters. The position peaked at $28K in Q4 2017. 222 funds tracked by Wall St. Rank hold WBT as of Q2 2018.

IHT Wealth Management reported no remaining Welbilt, Inc. position as of Q2 2018 after selling out during the quarter.
IHT Wealth Management sold 1,197 Welbilt, Inc. shares in Q2 2018, an estimated $23K.
IHT Wealth Management first reported a position in Welbilt, Inc. in Q4 2016 and held it in 6 quarters.
IHT Wealth Management's Welbilt, Inc. position peaked at $28K in Q4 2017.
222 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.