Enlightenment Research’s Watsco Inc WSO Stock Holding History

Enlightenment Research’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 Q1	–	Sell	-300	Closed	-$42K	–	686
2018 Q4	$42K	Buy	+300	New	+$45.7K	0.05%	317

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

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

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

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Enlightenment Research's WSO Position: Q1 2019 in Review

Enlightenment Research sold out of Watsco Inc (WSO) in Q1 2019, closing a stake of 300 shares — an estimated $42K sold.

Enlightenment Research first reported a position in WSO in Q4 2018 and held it in 1 quarter. The position peaked at $42K in Q4 2018. 370 funds tracked by Wall St. Rank hold WSO as of Q1 2019.

Enlightenment Research reported no remaining Watsco Inc position as of Q1 2019 after selling out during the quarter.
Enlightenment Research sold 300 Watsco Inc shares in Q1 2019, an estimated $42K.
Enlightenment Research first reported a position in Watsco Inc in Q4 2018 and held it in 1 quarter.
Enlightenment Research's Watsco Inc position peaked at $42K in Q4 2018.
370 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2019.

Based on Enlightenment Research's 13F filing for Q1 2019, filed 3 May 2019.