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Hillsdale Investment Management’s Watsco Inc WSO Stock Holding History

Hillsdale Investment Management’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
-6,100
Closed -$526K – 597
2014
Q3 		$526K Hold
6,100
– – 0.17% 89
2014
Q2 		$627K Buy
+6,100
New +$617K 0.14% 86
2013
Q4 		– Sell
-3,800
Closed -$358K – 593
2013
Q3 		$358K Buy
+3,800
New +$348K 0.11% 144

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

Hillsdale Investment Management's WSO Position: Q4 2014 in Review

Hillsdale Investment Management sold out of Watsco Inc (WSO) in Q4 2014, closing a stake of 6,100 shares — an estimated $526K sold.

Hillsdale Investment Management first reported a position in WSO in Q3 2013 and held it in 3 quarters. The position peaked at $627K in Q2 2014. 189 funds tracked by Wall St. Rank hold WSO as of Q4 2014.

  • Hillsdale Investment Management reported no remaining Watsco Inc position as of Q4 2014 after selling out during the quarter.
  • Hillsdale Investment Management sold 6,100 Watsco Inc shares in Q4 2014, an estimated $526K.
  • Hillsdale Investment Management first reported a position in Watsco Inc in Q3 2013 and held it in 3 quarters.
  • Hillsdale Investment Management's Watsco Inc position peaked at $627K in Q2 2014.
  • 189 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2014.

Based on Hillsdale Investment Management's 13F filing for Q4 2014, filed 11 Feb 2015.