KI
WSO icon

Koch Industries’s Watsco Inc WSO Stock Holding History

Koch Industries’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
Q2 		– Sell
-3,922
Closed -$710K – 659
2018
Q1 		$710K Sell
3,922
-4,138
-51% -$717K 0.07% 239
2017
Q4 		$1.37M Buy
+8,060
New +$1.33M 0.2% 38
2017
Q2 		– Sell
-2,406
Closed -$344K – 560
2017
Q1 		$344K Buy
+2,406
New +$360K 0.29% 83

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Koch Industries's WSO Position: Q2 2018 in Review

Koch Industries sold out of Watsco Inc (WSO) in Q2 2018, closing a stake of 3,922 shares — an estimated $710K sold.

Koch Industries first reported a position in WSO in Q1 2017 and held it in 3 quarters. The position peaked at $1.37M in Q4 2017. 353 funds tracked by Wall St. Rank hold WSO as of Q2 2018.

  • Koch Industries reported no remaining Watsco Inc position as of Q2 2018 after selling out during the quarter.
  • Koch Industries sold 3,922 Watsco Inc shares in Q2 2018, an estimated $710K.
  • Koch Industries first reported a position in Watsco Inc in Q1 2017 and held it in 3 quarters.
  • Koch Industries's Watsco Inc position peaked at $1.37M in Q4 2017.
  • 353 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2018.

Based on Koch Industries's 13F filing for Q2 2018, filed 13 Aug 2018.