LBA Wealth Management’s Watsco Inc WSO Stock Holding History

LBA Wealth 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	-68	Closed	-$6K	–	395
2014 Q3	$6K	Buy	+68	New	+$6.29K	﹤0.01%	328

Other funds holding WSO

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

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 New York $1.56T AUM 27.86% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

LBA Wealth Management's WSO Position: Q4 2014 in Review

LBA Wealth Management sold out of Watsco Inc (WSO) in Q4 2014, closing a stake of 68 shares — an estimated $6K sold.

LBA Wealth Management first reported a position in WSO in Q3 2014 and held it in 1 quarter. The position peaked at $6K in Q3 2014. 189 funds tracked by Wall St. Rank hold WSO as of Q4 2014.

LBA Wealth Management reported no remaining Watsco Inc position as of Q4 2014 after selling out during the quarter.
LBA Wealth Management sold 68 Watsco Inc shares in Q4 2014, an estimated $6K.
LBA Wealth Management first reported a position in Watsco Inc in Q3 2014 and held it in 1 quarter.
LBA Wealth Management's Watsco Inc position peaked at $6K in Q3 2014.
189 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2014.

Based on LBA Wealth Management's 13F filing for Q4 2014, filed 4 Feb 2015.