PWM
WBT

PRW Wealth Management’s Welbilt, Inc. WBT Stock Holding History

PRW Wealth Management’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
-55
Closed -$1K – 735
2019
Q1 		$1K Hold
55
– – ﹤0.01% 652
2018
Q4 		$1K Buy
+55
New +$849 ﹤0.01% 642

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

PRW Wealth Management's WBT Position: Q2 2019 in Review

PRW Wealth Management sold out of Welbilt, Inc. (WBT) in Q2 2019, closing a stake of 55 shares — an estimated $1K sold.

PRW Wealth Management first reported a position in WBT in Q4 2018 and held it in 2 quarters. The position peaked at $1K in Q1 2019. 220 funds tracked by Wall St. Rank hold WBT as of Q2 2019.

  • PRW Wealth Management reported no remaining Welbilt, Inc. position as of Q2 2019 after selling out during the quarter.
  • PRW Wealth Management sold 55 Welbilt, Inc. shares in Q2 2019, an estimated $1K.
  • PRW Wealth Management first reported a position in Welbilt, Inc. in Q4 2018 and held it in 2 quarters.
  • PRW Wealth Management'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 PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.