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Insight Capital Research & Management’s Watsco Inc WSO Stock Holding History

Insight Capital Research & 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
2016
Q2 		– Sell
-23,745
Closed -$3.2M – 125
2016
Q1 		$3.2M Sell
23,745
-1,388
-6% -$168K 0.99% 47
2015
Q4 		$2.94M Sell
25,133
-539
-2% -$66.5K 0.86% 58
2015
Q3 		$3.04M Sell
25,672
-1,433
-5% -$179K 0.92% 56
2015
Q2 		$3.35M Buy
+27,105
New +$3.37M 0.89% 54

Other funds holding WSO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ORI
Oak Ridge Investments Chicago, Illinois $1.51B AUM 37.25% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Insight Capital Research & Management's WSO Position: Q2 2016 in Review

Insight Capital Research & Management sold out of Watsco Inc (WSO) in Q2 2016, closing a stake of 23,745 shares — an estimated $3.2M sold.

Insight Capital Research & Management first reported a position in WSO in Q2 2015 and held it in 4 quarters. The position peaked at $3.35M in Q2 2015. 271 funds tracked by Wall St. Rank hold WSO as of Q2 2016.

  • Insight Capital Research & Management reported no remaining Watsco Inc position as of Q2 2016 after selling out during the quarter.
  • Insight Capital Research & Management sold 23,745 Watsco Inc shares in Q2 2016, an estimated $3.2M.
  • Insight Capital Research & Management first reported a position in Watsco Inc in Q2 2015 and held it in 4 quarters.
  • Insight Capital Research & Management's Watsco Inc position peaked at $3.35M in Q2 2015.
  • 271 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2016.

Based on Insight Capital Research & Management's 13F filing for Q2 2016, filed 27 Jul 2016.