Ladenburg Thalmann Financial Services’s Welbilt, Inc. WBT Stock Holding History

Ladenburg Thalmann Financial Services’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	$215K	Sell	13,863 -382	-3%	-$6.54K	﹤0.01%	2440
2019 Q3	$241K	Sell	14,245 -130	-0.9%	-$2.11K	﹤0.01%	2327
2019 Q2	$244K	Buy	14,375 +813	+6%	+$13.3K	﹤0.01%	2331
2019 Q1	$223K	Sell	13,562 -282	-2%	-$4.12K	﹤0.01%	2314
2018 Q4	$158K	Buy	13,844 +7,138	+106%	+$110K	﹤0.01%	2409
2018 Q3	$140K	Buy	6,706 +249	+4%	+$5.49K	﹤0.01%	2585
2018 Q2	$125K	Hold	6,457	–	–	﹤0.01%	2617
2018 Q1	$125K	Sell	6,457 -1,303	-17%	-$27.8K	﹤0.01%	2617
2017 Q4	$183K	Buy	7,760 +303	+4%	+$6.68K	﹤0.01%	2272
2017 Q3	$173K	Sell	7,457 -152	-2%	-$3.07K	﹤0.01%	2217
2017 Q2	$144K	Sell	7,609 -446	-6%	-$8.71K	﹤0.01%	2269
2017 Q1	$158K	Sell	8,055 -300	-4%	-$5.74K	﹤0.01%	2077
2016 Q4	$162K	Buy	8,355 +4	+0%	+$68	﹤0.01%	1975
2016 Q3	$136K	Hold	8,351	–	–	﹤0.01%	2032
2016 Q2	$147K	Buy	8,351 +200	+2%	+$3.19K	﹤0.01%	1880
2016 Q1	$120K	Buy	+8,151	New	+$118K	﹤0.01%	1933

Other funds holding WBT

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

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

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

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

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) 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 New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ladenburg Thalmann Financial Services's WBT Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its Welbilt, Inc. (WBT) stake by 2.7% in Q4 2019, selling an estimated $6.54K and leaving 13,863 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #2440.

Ladenburg Thalmann Financial Services first reported a position in WBT in Q1 2016 and has held it in 16 quarters since. The position peaked at $244K in Q2 2019. 224 funds tracked by Wall St. Rank hold WBT as of Q4 2019.

Ladenburg Thalmann Financial Services held 13,863 shares of Welbilt, Inc. worth $215K as of Q4 2019.
Ladenburg Thalmann Financial Services sold 382 Welbilt, Inc. shares in Q4 2019, an estimated $6.54K.
Welbilt, Inc. made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2440 holding.
Ladenburg Thalmann Financial Services first reported a position in Welbilt, Inc. in Q1 2016 and has held it in 16 quarters since.
Ladenburg Thalmann Financial Services's Welbilt, Inc. position peaked at $244K in Q2 2019.
224 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.