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HBK Investments’s Watsco Inc WSO Stock Holding History

HBK Investments’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
Q2 		– Sell
-3,400
Closed -$487K – 1034
2017
Q1 		$487K Buy
+3,400
New +$509K ﹤0.01% 519
2016
Q4 		– Sell
-6,348
Closed -$894K – 906
2016
Q3 		$894K Buy
6,348
+3,458
+120% +$495K 0.01% 532
2016
Q2 		$407K Sell
2,890
-8,714
-75% -$1.17M ﹤0.01% 792
2016
Q1 		$1.56M Buy
+11,604
New +$1.41M 0.02% 490
2014
Q1 		– Sell
-2,200
Closed -$211K – 1067
2013
Q4 		$211K Buy
+2,200
New +$209K ﹤0.01% 835

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

HBK Investments's WSO Position: Q2 2017 in Review

HBK Investments sold out of Watsco Inc (WSO) in Q2 2017, closing a stake of 3,400 shares — an estimated $487K sold.

HBK Investments first reported a position in WSO in Q4 2013 and held it in 5 quarters. The position peaked at $1.56M in Q1 2016. 293 funds tracked by Wall St. Rank hold WSO as of Q2 2017.

  • HBK Investments reported no remaining Watsco Inc position as of Q2 2017 after selling out during the quarter.
  • HBK Investments sold 3,400 Watsco Inc shares in Q2 2017, an estimated $487K.
  • HBK Investments first reported a position in Watsco Inc in Q4 2013 and held it in 5 quarters.
  • HBK Investments's Watsco Inc position peaked at $1.56M in Q1 2016.
  • 293 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2017.

Based on HBK Investments's 13F filing for Q2 2017, filed 14 Aug 2017.