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Man Investments (UK)’s Watsco Inc WSO Stock Holding History

Man Investments (UK)’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
Q2 		$1.11M Sell
10,824
-172
-2% -$17.4K 0.09% 418
2014
Q1 		$1.1M Buy
+10,996
New +$1.06M 0.1% 416

Other funds holding WSO

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.77B AUM 63.16% 1-Year Est. Return

Man Investments (UK)'s WSO Position: Q2 2014 in Review

Man Investments (UK) reduced its Watsco Inc (WSO) stake by 1.6% in Q2 2014, selling an estimated $17.4K and leaving 10,824 shares worth $1.11M. The position accounts for 0.09% of the portfolio, ranked #418.

Man Investments (UK) first reported a position in WSO in Q1 2014 and has held it in 2 quarters since. 202 funds tracked by Wall St. Rank hold WSO as of Q2 2014.

  • Man Investments (UK) held 10,824 shares of Watsco Inc worth $1.11M as of Q2 2014.
  • Man Investments (UK) sold 172 Watsco Inc shares in Q2 2014, an estimated $17.4K.
  • Watsco Inc made up 0.09% of Man Investments (UK)'s portfolio in Q2 2014, its #418 holding.
  • Man Investments (UK) first reported a position in Watsco Inc in Q1 2014 and has held it in 2 quarters since.
  • 202 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2014.

Based on Man Investments (UK)'s 13F filing for Q2 2014, filed 14 Aug 2014.