Israel Discount Bank of New York’s Watsco Inc WSO Stock Holding History

Israel Discount Bank of New York’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
2018 Q4	–	Sell	-410	Closed	-$73K	–	449
2018 Q3	$73K	Sell	410 -10	-2%	-$1.77K	0.05%	146
2018 Q2	$75K	Hold	420	–	–	0.05%	183
2018 Q1	$76K	Hold	420	–	–	0.05%	180
2017 Q4	$71K	Hold	420	–	–	0.05%	194
2017 Q3	$68K	Buy	+420	New	+$63.5K	0.05%	209

Other funds holding WSO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Israel Discount Bank of New York's WSO Position: Q4 2018 in Review

Israel Discount Bank of New York sold out of Watsco Inc (WSO) in Q4 2018, closing a stake of 410 shares — an estimated $73K sold.

Israel Discount Bank of New York first reported a position in WSO in Q3 2017 and held it in 5 quarters. The position peaked at $76K in Q1 2018. 346 funds tracked by Wall St. Rank hold WSO as of Q4 2018.

Israel Discount Bank of New York reported no remaining Watsco Inc position as of Q4 2018 after selling out during the quarter.
Israel Discount Bank of New York sold 410 Watsco Inc shares in Q4 2018, an estimated $73K.
Israel Discount Bank of New York first reported a position in Watsco Inc in Q3 2017 and held it in 5 quarters.
Israel Discount Bank of New York's Watsco Inc position peaked at $76K in Q1 2018.
346 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2018.

Based on Israel Discount Bank of New York's 13F filing for Q4 2018, filed 13 Feb 2019.