Valley National Advisers’s Welbilt, Inc. WBT Stock Holding History

Valley National 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
2019 Q2	–	Sell	-197	Closed	-$3K	–	806
2019 Q1	$3K	Hold	197	–	–	﹤0.01%	622
2018 Q4	$2K	Hold	197	–	–	﹤0.01%	676
2018 Q3	$4K	Hold	197	–	–	﹤0.01%	540
2018 Q2	$4K	Hold	197	–	–	﹤0.01%	509
2018 Q1	$4K	Hold	197	–	–	﹤0.01%	498
2017 Q4	$5K	Hold	197	–	–	﹤0.01%	488
2017 Q3	$5K	Hold	197	–	–	﹤0.01%	488
2017 Q2	$4K	Hold	197	–	–	﹤0.01%	494
2017 Q1	$4K	Hold	197	–	–	﹤0.01%	496
2016 Q4	$4K	Hold	197	–	–	﹤0.01%	518
2016 Q3	$3K	Hold	197	–	–	﹤0.01%	515
2016 Q2	$3K	Hold	197	–	–	﹤0.01%	514
2016 Q1	$3K	Buy	+197	New	+$2.86K	﹤0.01%	513

Other funds holding WBT

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

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

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Valley National Advisers's WBT Position: Q2 2019 in Review

Valley National Advisers sold out of Welbilt, Inc. (WBT) in Q2 2019, closing a stake of 197 shares — an estimated $3K sold.

Valley National Advisers first reported a position in WBT in Q1 2016 and held it in 13 quarters. The position peaked at $5K in Q4 2017. 220 funds tracked by Wall St. Rank hold WBT as of Q2 2019.

Valley National Advisers reported no remaining Welbilt, Inc. position as of Q2 2019 after selling out during the quarter.
Valley National Advisers sold 197 Welbilt, Inc. shares in Q2 2019, an estimated $3K.
Valley National Advisers first reported a position in Welbilt, Inc. in Q1 2016 and held it in 13 quarters.
Valley National Advisers's Welbilt, Inc. position peaked at $5K in Q4 2017.
220 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q2 2019.

Based on Valley National Advisers's 13F filing for Q2 2019, filed 8 Aug 2019.