One Wealth Advisors’s Welbilt, Inc. WBT Stock Holding History

One Wealth 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	-1,194	Closed	-$20K	–	526
2019 Q1	$20K	Buy	+1,194	New	+$17.4K	0.02%	268

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

One Wealth Advisors's WBT Position: Q2 2019 in Review

One Wealth Advisors sold out of Welbilt, Inc. (WBT) in Q2 2019, closing a stake of 1,194 shares — an estimated $20K sold.

One Wealth Advisors first reported a position in WBT in Q1 2019 and held it in 1 quarter. The position peaked at $20K in Q1 2019. 220 funds tracked by Wall St. Rank hold WBT as of Q2 2019.

One Wealth Advisors reported no remaining Welbilt, Inc. position as of Q2 2019 after selling out during the quarter.
One Wealth Advisors sold 1,194 Welbilt, Inc. shares in Q2 2019, an estimated $20K.
One Wealth Advisors first reported a position in Welbilt, Inc. in Q1 2019 and held it in 1 quarter.
One Wealth Advisors's Welbilt, Inc. position peaked at $20K in Q1 2019.
220 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q2 2019.

Based on One Wealth Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.