PCP
WBT

Proficio Capital Partners’s Welbilt, Inc. WBT Stock Holding History

Proficio Capital 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
2019
Q3 		– Sell
-69
Closed -$1K – 1750
2019
Q2 		$1K Hold
69
– – ﹤0.01% 1870
2019
Q1 		$1K Buy
69
+57
+475% +$832 ﹤0.01% 1643
2018
Q4 		$0 Hold
12
– – ﹤0.01% 1301
2018
Q3 		$0 Hold
12
– – ﹤0.01% 1322
2018
Q2 		$0 Hold
12
– – ﹤0.01% 1353
2018
Q1 		$0 Hold
12
– – ﹤0.01% 1355
2017
Q4 		$0 Hold
12
– – ﹤0.01% 1335
2017
Q3 		$0 Hold
12
– – ﹤0.01% 1343
2017
Q2 		$0 Hold
12
– – ﹤0.01% 1350
2017
Q1 		$0 Hold
12
– – ﹤0.01% 1379
2016
Q4 		$0 Hold
12
– – ﹤0.01% 1198
2016
Q3 		$0 Hold
12
– – ﹤0.01% 1157
2016
Q2 		$0 Buy
+12
New +$191 ﹤0.01% 1202

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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Proficio Capital Partners's WBT Position: Q3 2019 in Review

Proficio Capital Partners sold out of Welbilt, Inc. (WBT) in Q3 2019, closing a stake of 69 shares — an estimated $1K sold.

Proficio Capital Partners first reported a position in WBT in Q2 2016 and held it in 13 quarters. The position peaked at $1K in Q2 2019. 220 funds tracked by Wall St. Rank hold WBT as of Q3 2019.

  • Proficio Capital Partners reported no remaining Welbilt, Inc. position as of Q3 2019 after selling out during the quarter.
  • Proficio Capital Partners sold 69 Welbilt, Inc. shares in Q3 2019, an estimated $1K.
  • Proficio Capital Partners first reported a position in Welbilt, Inc. in Q2 2016 and held it in 13 quarters.
  • Proficio Capital Partners's Welbilt, Inc. position peaked at $1K in Q2 2019.
  • 220 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.