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Bellwether Investment Group’s Watsco Inc WSO Stock Holding History

Bellwether Investment Group’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
2017
Q2 		– Sell
-125
Closed -$18K – 623
2017
Q1 		$18K Buy
125
+66
+112% +$9.88K 0.05% 344
2016
Q4 		$9K Buy
+59
New +$8.55K 0.01% 673

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T. Rowe Price Associates
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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Bellwether Investment Group's WSO Position: Q2 2017 in Review

Bellwether Investment Group sold out of Watsco Inc (WSO) in Q2 2017, closing a stake of 125 shares — an estimated $18K sold.

Bellwether Investment Group first reported a position in WSO in Q4 2016 and held it in 2 quarters. The position peaked at $18K in Q1 2017. 293 funds tracked by Wall St. Rank hold WSO as of Q2 2017.

  • Bellwether Investment Group reported no remaining Watsco Inc position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 125 Watsco Inc shares in Q2 2017, an estimated $18K.
  • Bellwether Investment Group first reported a position in Watsco Inc in Q4 2016 and held it in 2 quarters.
  • Bellwether Investment Group's Watsco Inc position peaked at $18K in Q1 2017.
  • 293 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.