LFA
WBT

Legacy Financial Advisors’s Welbilt, Inc. WBT Stock Holding History

Legacy Financial Advisors’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
Q2 		– Sell
-263
Closed -$4K – 981
2019
Q1 		$4K Sell
263
-169
-39% -$2.47K ﹤0.01% 833
2018
Q4 		$5K Buy
+432
New +$6.67K ﹤0.01% 757

Other funds holding WBT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Legacy Financial Advisors's WBT Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Welbilt, Inc. (WBT) in Q2 2019, closing a stake of 263 shares — an estimated $4K sold.

Legacy Financial Advisors first reported a position in WBT in Q4 2018 and held it in 2 quarters. The position peaked at $5K in Q4 2018. 220 funds tracked by Wall St. Rank hold WBT as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Welbilt, Inc. position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 263 Welbilt, Inc. shares in Q2 2019, an estimated $4K.
  • Legacy Financial Advisors first reported a position in Welbilt, Inc. in Q4 2018 and held it in 2 quarters.
  • Legacy Financial Advisors's Welbilt, Inc. position peaked at $5K in Q4 2018.
  • 220 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.