Toth Financial Advisory’s Welbilt, Inc. WBT Stock Holding History

Toth Financial Advisory’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 Q2	–	Sell	-13,620	Closed	-$70K	–	624
2020 Q1	$70K	Hold	13,620	–	–	0.02%	163
2019 Q4	$213K	Hold	13,620	–	–	0.04%	163
2019 Q3	$230K	Hold	13,620	–	–	0.05%	170
2019 Q2	$227K	Hold	13,620	–	–	0.05%	167
2019 Q1	$223K	Sell	13,620 -7,475	-35%	-$109K	0.05%	150
2018 Q4	$234K	Hold	21,095	–	–	0.06%	122
2018 Q3	$440K	Hold	21,095	–	–	0.1%	121
2018 Q2	$471K	Sell	21,095 -2,125	-9%	-$42.5K	0.11%	122
2018 Q1	$452K	Sell	23,220 -4,150	-15%	-$88.6K	0.11%	122
2017 Q4	$643K	Hold	27,370	–	–	0.15%	108
2017 Q3	$631K	Sell	27,370 -125	-0.5%	-$2.53K	0.16%	106
2017 Q2	$518K	Hold	27,495	–	–	0.14%	113
2017 Q1	$540K	Sell	27,495 -1,285	-4%	-$24.6K	0.14%	112
2016 Q4	$556K	Sell	28,780 -4,900	-15%	-$83.6K	0.16%	108
2016 Q3	$546K	Sell	33,680 -1,175	-3%	-$20.1K	0.16%	106
2016 Q2	$614K	Sell	34,855 -2,860	-8%	-$45.6K	0.19%	97
2016 Q1	$556K	Buy	+37,715	New	+$548K	0.18%	90

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

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

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

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

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

GCM

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

Toth Financial Advisory's WBT Position: Q2 2020 in Review

Toth Financial Advisory sold out of Welbilt, Inc. (WBT) in Q2 2020, closing a stake of 13,620 shares — an estimated $70K sold.

Toth Financial Advisory first reported a position in WBT in Q1 2016 and held it in 17 quarters. The position peaked at $643K in Q4 2017. 187 funds tracked by Wall St. Rank hold WBT as of Q2 2020.

Toth Financial Advisory reported no remaining Welbilt, Inc. position as of Q2 2020 after selling out during the quarter.
Toth Financial Advisory sold 13,620 Welbilt, Inc. shares in Q2 2020, an estimated $70K.
Toth Financial Advisory first reported a position in Welbilt, Inc. in Q1 2016 and held it in 17 quarters.
Toth Financial Advisory's Welbilt, Inc. position peaked at $643K in Q4 2017.
187 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q2 2020.

Based on Toth Financial Advisory's 13F filing for Q2 2020, filed 14 Jul 2020.