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Brandywine Oak Private Wealth’s Watsco Inc WSO Stock Holding History

Brandywine Oak Private Wealth’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
2019
Q1 		– Sell
-16
Closed -$2K – 639
2018
Q4 		$2K Buy
+16
New +$2.44K ﹤0.01% 673

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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
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
State Street
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DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Brandywine Oak Private Wealth's WSO Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of Watsco Inc (WSO) in Q1 2019, closing a stake of 16 shares — an estimated $2K sold.

Brandywine Oak Private Wealth first reported a position in WSO in Q4 2018 and held it in 1 quarter. The position peaked at $2K in Q4 2018. 370 funds tracked by Wall St. Rank hold WSO as of Q1 2019.

  • Brandywine Oak Private Wealth reported no remaining Watsco Inc position as of Q1 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 16 Watsco Inc shares in Q1 2019, an estimated $2K.
  • Brandywine Oak Private Wealth first reported a position in Watsco Inc in Q4 2018 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's Watsco Inc position peaked at $2K in Q4 2018.
  • 370 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.