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Lupo Securities’s Watts Water Technologies WTS Stock Holding History

Lupo Securities’s Portfolio WTS Stock Details WTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-1,733
Closed -$110K – 693
2014
Q4 		$110K Buy
+1,733
New +$105K 0.05% 115

Other funds holding WTS

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
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
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
IAMU
Impax Asset Management (UK) London, United Kingdom $4.12B AUM 10.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Lupo Securities's WTS Position: Q1 2015 in Review

Lupo Securities sold out of Watts Water Technologies (WTS) in Q1 2015, closing a stake of 1,733 shares — an estimated $110K sold.

Lupo Securities first reported a position in WTS in Q4 2014 and held it in 1 quarter. The position peaked at $110K in Q4 2014. 180 funds tracked by Wall St. Rank hold WTS as of Q1 2015.

  • Lupo Securities reported no remaining Watts Water Technologies position as of Q1 2015 after selling out during the quarter.
  • Lupo Securities sold 1,733 Watts Water Technologies shares in Q1 2015, an estimated $110K.
  • Lupo Securities first reported a position in Watts Water Technologies in Q4 2014 and held it in 1 quarter.
  • Lupo Securities's Watts Water Technologies position peaked at $110K in Q4 2014.
  • 180 funds tracked by Wall St. Rank held Watts Water Technologies as of Q1 2015.

Based on Lupo Securities's 13F filing for Q1 2015, filed 15 May 2015.