Edge Advisors’s Watsco Inc WSO Stock Holding History

Edge 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
2017 Q3	–	Sell	-88	Closed	-$13K	–	1007
2017 Q2	$13K	Buy	88 +45	+105%	+$6.43K	﹤0.01%	716
2017 Q1	$6K	Buy	+43	New	+$6.44K	﹤0.01%	813

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

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

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Edge Advisors's WSO Position: Q3 2017 in Review

Edge Advisors sold out of Watsco Inc (WSO) in Q3 2017, closing a stake of 88 shares — an estimated $13K sold.

Edge Advisors first reported a position in WSO in Q1 2017 and held it in 2 quarters. The position peaked at $13K in Q2 2017. 296 funds tracked by Wall St. Rank hold WSO as of Q3 2017.

Edge Advisors reported no remaining Watsco Inc position as of Q3 2017 after selling out during the quarter.
Edge Advisors sold 88 Watsco Inc shares in Q3 2017, an estimated $13K.
Edge Advisors first reported a position in Watsco Inc in Q1 2017 and held it in 2 quarters.
Edge Advisors's Watsco Inc position peaked at $13K in Q2 2017.
296 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2017.

Based on Edge Advisors's 13F filing for Q3 2017, filed 8 Nov 2017.