Cutler Group’s Watsco Inc WSO Stock Holding History

Cutler Group’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
2016 Q4	–	Sell	-1,500	Closed	-$2K	–	7440
2016 Q3	$2K	Buy	1,500 +500	+50%	+$71.6K	﹤0.01%	5833
2016 Q2	$3K	Sell	1,000 -600	-38%	-$80.5K	﹤0.01%	5449
2016 Q1	$5K	Buy	+1,600	New	+$194K	﹤0.01%	4900

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

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

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

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

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cutler Group's WSO Position: Q3 2018 in Review

Cutler Group sold out of Watsco Inc (WSO) in Q3 2018, closing a stake of 613 shares — an estimated $109K sold.

Cutler Group first reported a position in WSO in Q4 2016 and held it in 7 quarters. The position peaked at $237K in Q1 2018. 360 funds tracked by Wall St. Rank hold WSO as of Q3 2018.

Cutler Group reported no remaining Watsco Inc position as of Q3 2018 after selling out during the quarter.
Cutler Group sold 613 Watsco Inc shares in Q3 2018, an estimated $109K.
Cutler Group first reported a position in Watsco Inc in Q4 2016 and held it in 7 quarters.
Cutler Group's Watsco Inc position peaked at $237K in Q1 2018.
360 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2018.

Based on Cutler Group's 13F filing for Q3 2018, filed 7 Nov 2018.