Next Capital Management’s Welbilt, Inc. WBT Stock Holding History

Next Capital 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
2019 Q3	–	Sell	-39	Closed	-$1K	–	860
2019 Q2	$1K	Buy	+39	New	+$638	﹤0.01%	839

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

Next Capital Management's WBT Position: Q3 2019 in Review

Next Capital Management sold out of Welbilt, Inc. (WBT) in Q3 2019, closing a stake of 39 shares — an estimated $1K sold.

Next Capital Management first reported a position in WBT in Q2 2019 and held it in 1 quarter. The position peaked at $1K in Q2 2019. 220 funds tracked by Wall St. Rank hold WBT as of Q3 2019.

Next Capital Management reported no remaining Welbilt, Inc. position as of Q3 2019 after selling out during the quarter.
Next Capital Management sold 39 Welbilt, Inc. shares in Q3 2019, an estimated $1K.
Next Capital Management first reported a position in Welbilt, Inc. in Q2 2019 and held it in 1 quarter.
Next Capital Management's Welbilt, Inc. position peaked at $1K in Q2 2019.
220 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2019.

Based on Next Capital Management's 13F filing for Q3 2019, filed 12 Nov 2019.