Avantax Planning Partners’s Watsco Inc WSO Stock Holding History

Avantax Planning Partners’s Portfolio WSO Stock Details WSO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-5	Closed	-$1K	–	1493
2018 Q1	$1K	Buy	+5	New	+$867	﹤0.01%	1769

Other funds holding WSO

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Avantax Planning Partners's WSO Position: Q2 2018 in Review

Avantax Planning Partners sold out of Watsco Inc (WSO) in Q2 2018, closing a stake of 5 shares — an estimated $1K sold.

Avantax Planning Partners first reported a position in WSO in Q1 2018 and held it in 1 quarter. The position peaked at $1K in Q1 2018. 353 funds tracked by Wall St. Rank hold WSO as of Q2 2018.

Avantax Planning Partners reported no remaining Watsco Inc position as of Q2 2018 after selling out during the quarter.
Avantax Planning Partners sold 5 Watsco Inc shares in Q2 2018, an estimated $1K.
Avantax Planning Partners first reported a position in Watsco Inc in Q1 2018 and held it in 1 quarter.
Avantax Planning Partners's Watsco Inc position peaked at $1K in Q1 2018.
353 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.