JC
WBT

JBF Capital’s Welbilt, Inc. WBT Stock Holding History

JBF Capital’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
Q1 		– Sell
-17,900
Closed -$279K – 93
2019
Q4 		$279K Sell
17,900
-1,600
-8% -$27.4K 0.04% 48
2019
Q3 		$329K Hold
19,500
– – 0.06% 46
2019
Q2 		$326K Buy
19,500
+2,000
+11% +$32.7K 0.06% 44
2019
Q1 		$287K Buy
+17,500
New +$255K 0.05% 53

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

JBF Capital's WBT Position: Q1 2020 in Review

JBF Capital sold out of Welbilt, Inc. (WBT) in Q1 2020, closing a stake of 17,900 shares — an estimated $279K sold.

JBF Capital first reported a position in WBT in Q1 2019 and held it in 4 quarters. The position peaked at $329K in Q3 2019. 201 funds tracked by Wall St. Rank hold WBT as of Q1 2020.

  • JBF Capital reported no remaining Welbilt, Inc. position as of Q1 2020 after selling out during the quarter.
  • JBF Capital sold 17,900 Welbilt, Inc. shares in Q1 2020, an estimated $279K.
  • JBF Capital first reported a position in Welbilt, Inc. in Q1 2019 and held it in 4 quarters.
  • JBF Capital's Welbilt, Inc. position peaked at $329K in Q3 2019.
  • 201 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q1 2020.

Based on JBF Capital's 13F filing for Q1 2020, filed 15 May 2020.