SWM
WBT

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

SeaCrest 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
-600
Closed -$10K – 2031
2019
Q1 		$10K Hold
600
– – ﹤0.01% 1542
2018
Q4 		$7K Hold
600
– – ﹤0.01% 1622
2018
Q3 		$13K Hold
600
– – ﹤0.01% 1559
2018
Q2 		$13K Hold
600
– – ﹤0.01% 1532
2018
Q1 		$12K Hold
600
– – ﹤0.01% 1529
2017
Q4 		$14K Buy
+600
New +$13.2K ﹤0.01% 1490

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

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

SeaCrest Wealth Management sold out of Welbilt, Inc. (WBT) in Q2 2019, closing a stake of 600 shares — an estimated $10K sold.

SeaCrest Wealth Management first reported a position in WBT in Q4 2017 and held it in 6 quarters. The position peaked at $14K in Q4 2017. 220 funds tracked by Wall St. Rank hold WBT as of Q2 2019.

  • SeaCrest Wealth Management reported no remaining Welbilt, Inc. position as of Q2 2019 after selling out during the quarter.
  • SeaCrest Wealth Management sold 600 Welbilt, Inc. shares in Q2 2019, an estimated $10K.
  • SeaCrest Wealth Management first reported a position in Welbilt, Inc. in Q4 2017 and held it in 6 quarters.
  • SeaCrest Wealth Management's Welbilt, Inc. position peaked at $14K in Q4 2017.
  • 220 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q2 2019.

Based on SeaCrest Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.