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Bruderman Asset Management’s Watsco Inc WSO Stock Holding History

Bruderman Asset 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
Q4 		– Sell
-597
Closed -$106K – 690
2018
Q3 		$106K Sell
597
-23
-4% -$4.06K 0.02% 153
2018
Q2 		$111K Buy
+620
New +$113K 0.03% 164

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bruderman Asset Management's WSO Position: Q4 2018 in Review

Bruderman Asset Management sold out of Watsco Inc (WSO) in Q4 2018, closing a stake of 597 shares — an estimated $106K sold.

Bruderman Asset Management first reported a position in WSO in Q2 2018 and held it in 2 quarters. The position peaked at $111K in Q2 2018. 346 funds tracked by Wall St. Rank hold WSO as of Q4 2018.

  • Bruderman Asset Management reported no remaining Watsco Inc position as of Q4 2018 after selling out during the quarter.
  • Bruderman Asset Management sold 597 Watsco Inc shares in Q4 2018, an estimated $106K.
  • Bruderman Asset Management first reported a position in Watsco Inc in Q2 2018 and held it in 2 quarters.
  • Bruderman Asset Management's Watsco Inc position peaked at $111K in Q2 2018.
  • 346 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2018.

Based on Bruderman Asset Management's 13F filing for Q4 2018, filed 11 Feb 2019.