CRCP
WSO icon

Copper Rock Capital Partners’s Watsco Inc WSO Stock Holding History

Copper Rock Capital Partners’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
2014
Q2 		– Sell
-17,125
Closed -$1.71M – 205
2014
Q1 		$1.71M Buy
+17,125
New +$1.65M 0.17% 134

Other funds holding WSO

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ORI
Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return

Copper Rock Capital Partners's WSO Position: Q2 2014 in Review

Copper Rock Capital Partners sold out of Watsco Inc (WSO) in Q2 2014, closing a stake of 17,125 shares — an estimated $1.71M sold.

Copper Rock Capital Partners first reported a position in WSO in Q1 2014 and held it in 1 quarter. The position peaked at $1.71M in Q1 2014. 202 funds tracked by Wall St. Rank hold WSO as of Q2 2014.

  • Copper Rock Capital Partners reported no remaining Watsco Inc position as of Q2 2014 after selling out during the quarter.
  • Copper Rock Capital Partners sold 17,125 Watsco Inc shares in Q2 2014, an estimated $1.71M.
  • Copper Rock Capital Partners first reported a position in Watsco Inc in Q1 2014 and held it in 1 quarter.
  • Copper Rock Capital Partners's Watsco Inc position peaked at $1.71M in Q1 2014.
  • 202 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2014.

Based on Copper Rock Capital Partners's 13F filing for Q2 2014, filed 8 Jul 2014.