OWP
WBT

Obermeyer Wealth Partners’s Welbilt, Inc. WBT Stock Holding History

Obermeyer Wealth Partners’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
Q4 		– Sell
-1,364,050
Closed -$28.5M – 121
2018
Q3 		$28.5M Sell
1,364,050
-13,810
-1% -$304K 2.41% 25
2018
Q2 		$30.7M Sell
1,377,860
-27,094
-2% -$542K 2.74% 20
2018
Q1 		$27.3M Buy
1,404,954
+28,175
+2% +$602K 2.48% 23
2017
Q4 		$32.4M Buy
1,376,779
+26,264
+2% +$579K 2.81% 16
2017
Q3 		$31.1M Buy
1,350,515
+10,170
+0.8% +$206K 2.7% 17
2017
Q2 		$25.3M Buy
1,340,345
+4,893
+0.4% +$95.6K 2.24% 23
2017
Q1 		$26.2M Buy
1,335,452
+21,565
+2% +$413K 2.41% 18
2016
Q4 		$25.4M Sell
1,313,887
-24,938
-2% -$426K 2.43% 17
2016
Q3 		$21.7M Sell
1,338,825
-956
-0.1% -$16.3K 2.08% 21
2016
Q2 		$23.6M Buy
+1,339,781
New +$21.3M 2.35% 19

Other funds holding WBT

Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 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
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Obermeyer Wealth Partners's WBT Position: Q4 2018 in Review

Obermeyer Wealth Partners sold out of Welbilt, Inc. (WBT) in Q4 2018, closing a stake of 1,364,050 shares — an estimated $28.5M sold.

Obermeyer Wealth Partners first reported a position in WBT in Q2 2016 and held it in 10 quarters. The position peaked at $32.4M in Q4 2017. 232 funds tracked by Wall St. Rank hold WBT as of Q4 2018.

  • Obermeyer Wealth Partners reported no remaining Welbilt, Inc. position as of Q4 2018 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 1,364,050 Welbilt, Inc. shares in Q4 2018, an estimated $28.5M.
  • Obermeyer Wealth Partners first reported a position in Welbilt, Inc. in Q2 2016 and held it in 10 quarters.
  • Obermeyer Wealth Partners's Welbilt, Inc. position peaked at $32.4M in Q4 2017.
  • 232 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q4 2018.

Based on Obermeyer Wealth Partners's 13F filing for Q4 2018, filed 12 Feb 2019.