First Personal Financial Services’s Watsco Inc WSO Stock Holding History

First Personal Financial Services’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	-131	Closed	-$24K	–	940
2018 Q1	$24K	Buy	131 +45	+52%	+$7.8K	0.01%	597
2017 Q4	$15K	Buy	86 +10	+13%	+$1.65K	﹤0.01%	707
2017 Q3	$12K	Buy	+76	New	+$11.5K	﹤0.01%	679
2016 Q1	–	Sell	-68	Closed	-$8K	–	406
2015 Q4	$8K	Buy	+68	New	+$8.38K	﹤0.01%	307

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

First Personal Financial Services's WSO Position: Q2 2018 in Review

First Personal Financial Services sold out of Watsco Inc (WSO) in Q2 2018, closing a stake of 131 shares — an estimated $24K sold.

First Personal Financial Services first reported a position in WSO in Q4 2015 and held it in 4 quarters. The position peaked at $24K in Q1 2018. 353 funds tracked by Wall St. Rank hold WSO as of Q2 2018.

First Personal Financial Services reported no remaining Watsco Inc position as of Q2 2018 after selling out during the quarter.
First Personal Financial Services sold 131 Watsco Inc shares in Q2 2018, an estimated $24K.
First Personal Financial Services first reported a position in Watsco Inc in Q4 2015 and held it in 4 quarters.
First Personal Financial Services's Watsco Inc position peaked at $24K in Q1 2018.
353 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2018.

Based on First Personal Financial Services's 13F filing for Q2 2018, filed 7 Aug 2018.