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Fusion Family Wealth’s Watsco Inc WSO Stock Holding History

Fusion Family Wealth’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
Q3 		– Sell
-45
Closed -$8K – 290
2018
Q2 		$8K Hold
45
– – ﹤0.01% 218
2018
Q1 		$8K Hold
45
– – ﹤0.01% 205
2017
Q4 		$7K Buy
+45
New +$7.43K ﹤0.01% 223
2017
Q3 		– Sell
-45
Closed -$7K – 303
2017
Q2 		$7K Hold
45
– – ﹤0.01% 218
2017
Q1 		$6K Hold
45
– – ﹤0.01% 227
2016
Q4 		$6K Buy
+45
New +$6.52K ﹤0.01% 296

Other funds holding WSO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fusion Family Wealth's WSO Position: Q3 2018 in Review

Fusion Family Wealth sold out of Watsco Inc (WSO) in Q3 2018, closing a stake of 45 shares — an estimated $8K sold.

Fusion Family Wealth first reported a position in WSO in Q4 2016 and held it in 6 quarters. The position peaked at $8K in Q2 2018. 360 funds tracked by Wall St. Rank hold WSO as of Q3 2018.

  • Fusion Family Wealth reported no remaining Watsco Inc position as of Q3 2018 after selling out during the quarter.
  • Fusion Family Wealth sold 45 Watsco Inc shares in Q3 2018, an estimated $8K.
  • Fusion Family Wealth first reported a position in Watsco Inc in Q4 2016 and held it in 6 quarters.
  • Fusion Family Wealth's Watsco Inc position peaked at $8K in Q2 2018.
  • 360 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2018.

Based on Fusion Family Wealth's 13F filing for Q3 2018, filed 7 Nov 2018.