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Camarda Financial Advisors’s Watsco Inc WSO Stock Holding History

Camarda Financial Advisors’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
Q3 		– Sell
-7
Closed -$1K – 467
2019
Q2 		$1K Hold
7
– – ﹤0.01% 472
2019
Q1 		$1K Buy
+7
New +$1K ﹤0.01% 509

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Capital World Investors
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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Camarda Financial Advisors's WSO Position: Q3 2019 in Review

Camarda Financial Advisors sold out of Watsco Inc (WSO) in Q3 2019, closing a stake of 7 shares — an estimated $1K sold.

Camarda Financial Advisors first reported a position in WSO in Q1 2019 and held it in 2 quarters. The position peaked at $1K in Q2 2019. 374 funds tracked by Wall St. Rank hold WSO as of Q3 2019.

  • Camarda Financial Advisors reported no remaining Watsco Inc position as of Q3 2019 after selling out during the quarter.
  • Camarda Financial Advisors sold 7 Watsco Inc shares in Q3 2019, an estimated $1K.
  • Camarda Financial Advisors first reported a position in Watsco Inc in Q1 2019 and held it in 2 quarters.
  • Camarda Financial Advisors's Watsco Inc position peaked at $1K in Q2 2019.
  • 374 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2019.

Based on Camarda Financial Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.