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

Selective 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
2021 Q1	–	Sell	-116	Closed	-$2K	–	436
2020 Q4	$2K	Hold	116	–	–	﹤0.01%	352
2020 Q3	$1K	Hold	116	–	–	﹤0.01%	304
2020 Q2	$1K	Hold	116	–	–	﹤0.01%	414
2020 Q1	$1K	Hold	116	–	–	﹤0.01%	328
2019 Q4	$2K	Hold	116	–	–	﹤0.01%	302
2019 Q3	$2K	Buy	+116	New	+$1.88K	﹤0.01%	308
2018 Q3	$2K	Buy	+116	New	+$2.56K	0.02%	149

Other funds holding WBT

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Selective Wealth Management's WBT Position: Q1 2021 in Review

Selective Wealth Management sold out of Welbilt, Inc. (WBT) in Q1 2021, closing a stake of 116 shares — an estimated $2K sold.

Selective Wealth Management first reported a position in WBT in Q3 2018 and held it in 7 quarters. The position peaked at $2K in Q4 2020. 200 funds tracked by Wall St. Rank hold WBT as of Q1 2021.

Selective Wealth Management reported no remaining Welbilt, Inc. position as of Q1 2021 after selling out during the quarter.
Selective Wealth Management sold 116 Welbilt, Inc. shares in Q1 2021, an estimated $2K.
Selective Wealth Management first reported a position in Welbilt, Inc. in Q3 2018 and held it in 7 quarters.
Selective Wealth Management's Welbilt, Inc. position peaked at $2K in Q4 2020.
200 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q1 2021.

Based on Selective Wealth Management's 13F filing for Q1 2021, filed 9 Apr 2021.