OFW
WBT

Omnia Family Wealth’s Welbilt, Inc. WBT Stock Holding History

Omnia Family Wealth’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
-61
Closed -$1K – 564
2019
Q1 		$1K Hold
61
– – ﹤0.01% 575
2018
Q4 		$1K Hold
61
– – ﹤0.01% 551
2018
Q3 		$1K Hold
61
– – ﹤0.01% 568
2018
Q2 		$1K Hold
61
– – ﹤0.01% 553
2018
Q1 		$1K Hold
61
– – ﹤0.01% 588
2017
Q4 		$1K Hold
61
– – ﹤0.01% 593
2017
Q3 		$1K Hold
61
– – ﹤0.01% 615
2017
Q2 		$1K Hold
61
– – ﹤0.01% 697
2017
Q1 		$1K Hold
61
– – ﹤0.01% 704
2016
Q4 		$1K Buy
+61
New +$1.04K ﹤0.01% 726

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

Omnia Family Wealth's WBT Position: Q2 2019 in Review

Omnia Family Wealth sold out of Welbilt, Inc. (WBT) in Q2 2019, closing a stake of 61 shares — an estimated $1K sold.

Omnia Family Wealth first reported a position in WBT in Q4 2016 and held it in 10 quarters. The position peaked at $1K in Q1 2019. 220 funds tracked by Wall St. Rank hold WBT as of Q2 2019.

  • Omnia Family Wealth reported no remaining Welbilt, Inc. position as of Q2 2019 after selling out during the quarter.
  • Omnia Family Wealth sold 61 Welbilt, Inc. shares in Q2 2019, an estimated $1K.
  • Omnia Family Wealth first reported a position in Welbilt, Inc. in Q4 2016 and held it in 10 quarters.
  • Omnia Family Wealth's Welbilt, Inc. position peaked at $1K in Q1 2019.
  • 220 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.