WAM
WBT

Wealthspire Advisors (Maryland)’s Welbilt, Inc. WBT Stock Holding History

Wealthspire Advisors (Maryland)’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
-1,968
Closed -$32K – 2281
2019
Q1 		$32K Sell
1,968
-16
-0.8% -$233 ﹤0.01% 1086
2018
Q4 		$22K Buy
1,984
+587
+42% +$9.06K ﹤0.01% 1176
2018
Q3 		$29K Sell
1,397
-629
-31% -$13.9K ﹤0.01% 1170
2018
Q2 		$45K Buy
2,026
+35
+2% +$700 ﹤0.01% 1017
2018
Q1 		$39K Sell
1,991
-5
-0.3% -$107 ﹤0.01% 1084
2017
Q4 		$47K Buy
1,996
+138
+7% +$3.04K ﹤0.01% 1033
2017
Q3 		$43K Hold
1,858
– – ﹤0.01% 1036
2017
Q2 		$35K Buy
1,858
+9
+0.5% +$176 ﹤0.01% 1079
2017
Q1 		$36K Hold
1,849
– – 0.01% 906
2016
Q4 		$36K Hold
1,849
– – 0.01% 857
2016
Q3 		$30K Sell
1,849
-649
-26% -$11.1K ﹤0.01% 940
2016
Q2 		$44K Sell
2,498
-610
-20% -$9.72K 0.01% 777
2016
Q1 		$46K Buy
+3,108
New +$45.2K 0.01% 725

Other funds holding WBT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Select Equity Group
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s WBT Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Welbilt, Inc. (WBT) in Q2 2019, closing a stake of 1,968 shares — an estimated $32K sold.

Wealthspire Advisors (Maryland) first reported a position in WBT in Q1 2016 and held it in 13 quarters. The position peaked at $47K in Q4 2017. 220 funds tracked by Wall St. Rank hold WBT as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Welbilt, Inc. position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,968 Welbilt, Inc. shares in Q2 2019, an estimated $32K.
  • Wealthspire Advisors (Maryland) first reported a position in Welbilt, Inc. in Q1 2016 and held it in 13 quarters.
  • Wealthspire Advisors (Maryland)'s Welbilt, Inc. position peaked at $47K in Q4 2017.
  • 220 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.