TFG Advisers’s Welbilt, Inc. WBT Stock Holding History

TFG Advisers’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
2020 Q1	–	Sell	-1,053	Closed	-$16K	–	480
2019 Q4	$16K	Buy	+1,053	New	+$18K	0.01%	367

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

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

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

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

GCM

Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

TFG Advisers's WBT Position: Q1 2020 in Review

TFG Advisers sold out of Welbilt, Inc. (WBT) in Q1 2020, closing a stake of 1,053 shares — an estimated $16K sold.

TFG Advisers first reported a position in WBT in Q4 2019 and held it in 1 quarter. The position peaked at $16K in Q4 2019. 201 funds tracked by Wall St. Rank hold WBT as of Q1 2020.

TFG Advisers reported no remaining Welbilt, Inc. position as of Q1 2020 after selling out during the quarter.
TFG Advisers sold 1,053 Welbilt, Inc. shares in Q1 2020, an estimated $16K.
TFG Advisers first reported a position in Welbilt, Inc. in Q4 2019 and held it in 1 quarter.
TFG Advisers's Welbilt, Inc. position peaked at $16K in Q4 2019.
201 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q1 2020.

Based on TFG Advisers's 13F filing for Q1 2020, filed 24 Apr 2020.