PMFA
WBT

Plante Moran Financial Advisors’s Welbilt, Inc. WBT Stock Holding History

Plante Moran Financial 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
2020
Q4 		– Sell
-299
Closed -$2K – 1031
2020
Q3 		$2K Buy
+299
New +$2.02K ﹤0.01% 796
2020
Q2 		– Sell
-666
Closed -$3K – 881
2020
Q1 		$3K Hold
666
– – ﹤0.01% 632
2019
Q4 		$10K Buy
+666
New +$11.4K ﹤0.01% 550

Other funds holding WBT

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Plante Moran Financial Advisors's WBT Position: Q4 2020 in Review

Plante Moran Financial Advisors sold out of Welbilt, Inc. (WBT) in Q4 2020, closing a stake of 299 shares — an estimated $2K sold.

Plante Moran Financial Advisors first reported a position in WBT in Q4 2019 and held it in 3 quarters. The position peaked at $10K in Q4 2019. 191 funds tracked by Wall St. Rank hold WBT as of Q4 2020.

  • Plante Moran Financial Advisors reported no remaining Welbilt, Inc. position as of Q4 2020 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 299 Welbilt, Inc. shares in Q4 2020, an estimated $2K.
  • Plante Moran Financial Advisors first reported a position in Welbilt, Inc. in Q4 2019 and held it in 3 quarters.
  • Plante Moran Financial Advisors's Welbilt, Inc. position peaked at $10K in Q4 2019.
  • 191 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q4 2020.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2020, filed 9 Feb 2021.