Crow Point Partners’s Watsco Inc WSO Stock Holding History

Crow Point 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
2018 Q2	–	Sell	-261	Closed	-$47K	–	243
2018 Q1	$47K	Buy	261 +36	+16%	+$6.24K	0.01%	206
2017 Q4	$39K	Buy	+225	New	+$37.2K	0.01%	225

Other funds holding WSO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Crow Point Partners's WSO Position: Q2 2018 in Review

Crow Point Partners sold out of Watsco Inc (WSO) in Q2 2018, closing a stake of 261 shares — an estimated $47K sold.

Crow Point Partners first reported a position in WSO in Q4 2017 and held it in 2 quarters. The position peaked at $47K in Q1 2018. 353 funds tracked by Wall St. Rank hold WSO as of Q2 2018.

Crow Point Partners reported no remaining Watsco Inc position as of Q2 2018 after selling out during the quarter.
Crow Point Partners sold 261 Watsco Inc shares in Q2 2018, an estimated $47K.
Crow Point Partners first reported a position in Watsco Inc in Q4 2017 and held it in 2 quarters.
Crow Point Partners's Watsco Inc position peaked at $47K in Q1 2018.
353 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2018.

Based on Crow Point Partners's 13F filing for Q2 2018, filed 14 Aug 2018.