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Independent Portfolio Consultants’s Watsco Inc WSO Stock Holding History

Independent Portfolio Consultants’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 		$43K Buy
+280
New +$40K 0.02% 532

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

Independent Portfolio Consultants's WSO Position: Q2 2017 in Review

Independent Portfolio Consultants opened a new position in Watsco Inc (WSO) in Q2 2017: 280 shares worth $43K. The stake represents 0.02% of the portfolio and ranks #532 among its holdings.

293 funds tracked by Wall St. Rank hold WSO as of Q2 2017.

  • Independent Portfolio Consultants held 280 shares of Watsco Inc worth $43K as of Q2 2017.
  • Watsco Inc was a new Independent Portfolio Consultants position in Q2 2017.
  • Watsco Inc made up 0.02% of Independent Portfolio Consultants's portfolio in Q2 2017, its #532 holding.
  • 293 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.