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Global X Management Company’s Watsco Inc WSO Stock Holding History

Global X Management Company’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
2014
Q4 		– Sell
-235
Closed -$20K – 576
2014
Q3 		$20K Buy
+235
New +$21.7K ﹤0.01% 463

Other funds holding WSO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 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
ORI
Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return

Global X Management Company's WSO Position: Q4 2014 in Review

Global X Management Company sold out of Watsco Inc (WSO) in Q4 2014, closing a stake of 235 shares — an estimated $20K sold.

Global X Management Company first reported a position in WSO in Q3 2014 and held it in 1 quarter. The position peaked at $20K in Q3 2014. 189 funds tracked by Wall St. Rank hold WSO as of Q4 2014.

  • Global X Management Company reported no remaining Watsco Inc position as of Q4 2014 after selling out during the quarter.
  • Global X Management Company sold 235 Watsco Inc shares in Q4 2014, an estimated $20K.
  • Global X Management Company first reported a position in Watsco Inc in Q3 2014 and held it in 1 quarter.
  • Global X Management Company's Watsco Inc position peaked at $20K in Q3 2014.
  • 189 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2014.

Based on Global X Management Company's 13F filing for Q4 2014, filed 12 Feb 2015.