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Commonwealth Bank of Australia’s Watsco Inc WSO Stock Holding History

Commonwealth Bank of Australia’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
-2,600
Closed -$425K – 962
2019
Q2 		$425K Buy
2,600
+1,000
+63% +$157K ﹤0.01% 786
2019
Q1 		$229K Hold
1,600
– – ﹤0.01% 842
2018
Q4 		$222K Hold
1,600
– – ﹤0.01% 816
2018
Q3 		$284K Buy
+1,600
New +$283K ﹤0.01% 842

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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

Commonwealth Bank of Australia's WSO Position: Q3 2019 in Review

Commonwealth Bank of Australia sold out of Watsco Inc (WSO) in Q3 2019, closing a stake of 2,600 shares — an estimated $425K sold.

Commonwealth Bank of Australia first reported a position in WSO in Q3 2018 and held it in 4 quarters. The position peaked at $425K in Q2 2019. 374 funds tracked by Wall St. Rank hold WSO as of Q3 2019.

  • Commonwealth Bank of Australia reported no remaining Watsco Inc position as of Q3 2019 after selling out during the quarter.
  • Commonwealth Bank of Australia sold 2,600 Watsco Inc shares in Q3 2019, an estimated $425K.
  • Commonwealth Bank of Australia first reported a position in Watsco Inc in Q3 2018 and held it in 4 quarters.
  • Commonwealth Bank of Australia's Watsco Inc position peaked at $425K in Q2 2019.
  • 374 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2019.

Based on Commonwealth Bank of Australia's 13F filing for Q3 2019.