OWP
WBT
Obermeyer Wealth Partners’s Welbilt, Inc. WBT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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% | -$288K | 2.41% | 25 |
|
|
2018
Q2 | $30.7M | Sell |
1,377,860
-27,094
| -2% | -$604K | 2.74% | 20 |
|
|
2018
Q1 | $27.3M | Buy |
1,404,954
+28,175
| +2% | +$548K | 2.48% | 23 |
|
|
2017
Q4 | $32.4M | Buy |
1,376,779
+26,264
| +2% | +$617K | 2.81% | 16 |
|
|
2017
Q3 | $31.1M | Buy |
1,350,515
+10,170
| +0.8% | +$234K | 2.7% | 17 |
|
|
2017
Q2 | $25.3M | Buy |
1,340,345
+4,893
| +0.4% | +$92.2K | 2.24% | 23 |
|
|
2017
Q1 | $26.2M | Buy |
1,335,452
+21,565
| +2% | +$423K | 2.41% | 18 |
|
|
2016
Q4 | $25.4M | Sell |
1,313,887
-24,938
| -2% | -$482K | 2.43% | 17 |
|
|
2016
Q3 | $21.7M | Sell |
1,338,825
-956
| -0.1% | -$15.5K | 2.08% | 21 |
|
|
2016
Q2 | $23.6M | Buy |
+1,339,781
| New | +$23.6M | 2.35% | 19 |
|