RJFSA
WBT

Raymond James Financial Services Advisors’s Welbilt, Inc. WBT Stock Holding History

Raymond James Financial Services 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
Q3 		– Sell
-10,026
Closed -$167K – 2950
2019
Q2 		$167K Sell
10,026
-4,700
-32% -$76.8K ﹤0.01% 2579
2019
Q1 		$241K Buy
14,726
+958
+7% +$14K ﹤0.01% 2391
2018
Q4 		$153K Sell
13,768
-103
-0.7% -$1.59K ﹤0.01% 2330
2018
Q3 		$290K Sell
13,871
-1,750
-11% -$38.6K ﹤0.01% 2297
2018
Q2 		$348K Hold
15,621
– – ﹤0.01% 2130
2018
Q1 		$304K Buy
15,621
+3,638
+30% +$77.7K ﹤0.01% 2024
2017
Q4 		$282K Buy
+11,983
New +$264K ﹤0.01% 2050
2017
Q3 		– Sell
-13,597
Closed -$256K – 2644
2017
Q2 		$256K Buy
13,597
+92
+0.7% +$1.8K ﹤0.01% 2060
2017
Q1 		$265K Sell
13,505
-976
-7% -$18.7K ﹤0.01% 1977
2016
Q4 		$280K Buy
14,481
+2,100
+17% +$35.8K ﹤0.01% 1840
2016
Q3 		$201K Sell
12,381
-3,130
-20% -$53.5K ﹤0.01% 2039
2016
Q2 		$273K Buy
15,511
+1,707
+12% +$27.2K ﹤0.01% 1778
2016
Q1 		$203K Buy
+13,804
New +$201K ﹤0.01% 1756

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

Raymond James Financial Services Advisors's WBT Position: Q3 2019 in Review

Raymond James Financial Services Advisors sold out of Welbilt, Inc. (WBT) in Q3 2019, closing a stake of 10,026 shares — an estimated $167K sold.

Raymond James Financial Services Advisors first reported a position in WBT in Q1 2016 and held it in 13 quarters. The position peaked at $348K in Q2 2018. 220 funds tracked by Wall St. Rank hold WBT as of Q3 2019.

  • Raymond James Financial Services Advisors reported no remaining Welbilt, Inc. position as of Q3 2019 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 10,026 Welbilt, Inc. shares in Q3 2019, an estimated $167K.
  • Raymond James Financial Services Advisors first reported a position in Welbilt, Inc. in Q1 2016 and held it in 13 quarters.
  • Raymond James Financial Services Advisors's Welbilt, Inc. position peaked at $348K in Q2 2018.
  • 220 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2019.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2019, filed 7 Nov 2019.