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Bright Rock Capital Management’s Watsco Inc WSO Stock Holding History

Bright Rock Capital Management’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
Q1 		– Sell
-8,000
Closed -$1.36M – 92
2017
Q4 		$1.36M Buy
+8,000
New +$1.32M 0.37% 80

Other funds holding WSO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bright Rock Capital Management's WSO Position: Q1 2018 in Review

Bright Rock Capital Management sold out of Watsco Inc (WSO) in Q1 2018, closing a stake of 8,000 shares — an estimated $1.36M sold.

Bright Rock Capital Management first reported a position in WSO in Q4 2017 and held it in 1 quarter. The position peaked at $1.36M in Q4 2017. 343 funds tracked by Wall St. Rank hold WSO as of Q1 2018.

  • Bright Rock Capital Management reported no remaining Watsco Inc position as of Q1 2018 after selling out during the quarter.
  • Bright Rock Capital Management sold 8,000 Watsco Inc shares in Q1 2018, an estimated $1.36M.
  • Bright Rock Capital Management first reported a position in Watsco Inc in Q4 2017 and held it in 1 quarter.
  • Bright Rock Capital Management's Watsco Inc position peaked at $1.36M in Q4 2017.
  • 343 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2018.

Based on Bright Rock Capital Management's 13F filing for Q1 2018, filed 9 Apr 2018.