SWP
WBT

Stratos Wealth Partners’s Welbilt, Inc. WBT Stock Holding History

Stratos Wealth 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
2018
Q2 		– Sell
-420
Closed -$8K – 2813
2018
Q1 		$8K Hold
420
– – ﹤0.01% 2443
2017
Q4 		$10K Buy
+420
New +$9.26K ﹤0.01% 2184

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IC
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CIP
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Stratos Wealth Partners's WBT Position: Q2 2018 in Review

Stratos Wealth Partners sold out of Welbilt, Inc. (WBT) in Q2 2018, closing a stake of 420 shares — an estimated $8K sold.

Stratos Wealth Partners first reported a position in WBT in Q4 2017 and held it in 2 quarters. The position peaked at $10K in Q4 2017. 222 funds tracked by Wall St. Rank hold WBT as of Q2 2018.

  • Stratos Wealth Partners reported no remaining Welbilt, Inc. position as of Q2 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 420 Welbilt, Inc. shares in Q2 2018, an estimated $8K.
  • Stratos Wealth Partners first reported a position in Welbilt, Inc. in Q4 2017 and held it in 2 quarters.
  • Stratos Wealth Partners's Welbilt, Inc. position peaked at $10K in Q4 2017.
  • 222 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q2 2018.

Based on Stratos Wealth Partners's 13F filing for Q2 2018, filed 13 Aug 2018.