Mariner Wealth Advisors (NYC)’s Watsco Inc WSO Stock Holding History

Mariner Wealth Advisors (NYC)’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
2015 Q1	$26K	Buy	+210	New	+$24.1K	0.01%	246

Other funds holding WSO

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $1.81T AUM 41.13% 1-Year Est. Return

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

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

ORI

Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return

Mariner Wealth Advisors (NYC)'s WSO Position: Q1 2015 in Review

Mariner Wealth Advisors (NYC) opened a new position in Watsco Inc (WSO) in Q1 2015: 210 shares worth $26K. The stake represents 0.01% of the portfolio and ranks #246 among its holdings.

198 funds tracked by Wall St. Rank hold WSO as of Q1 2015.

Mariner Wealth Advisors (NYC) held 210 shares of Watsco Inc worth $26K as of Q1 2015.
Watsco Inc was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
Watsco Inc made up 0.01% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #246 holding.
198 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2015.

Based on Mariner Wealth Advisors (NYC)'s 13F filing for Q1 2015, filed 14 May 2015.