Martin Currie’s Watsco Inc WSO Stock Holding History

Martin Currie’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
2013 Q4	–	Sell	-37,300	Closed	-$3.52M	–	86
2013 Q3	$3.52M	Hold	37,300	–	–	0.38%	62
2013 Q2	$3.13M	Buy	+37,300	New	+$3.15M	0.34%	63

Other funds holding WSO

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

BIT

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

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

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

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

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

ORI

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Martin Currie's WSO Position: Q4 2013 in Review

Martin Currie sold out of Watsco Inc (WSO) in Q4 2013, closing a stake of 37,300 shares — an estimated $3.52M sold.

Martin Currie first reported a position in WSO in Q2 2013 and held it in 2 quarters. The position peaked at $3.52M in Q3 2013. 214 funds tracked by Wall St. Rank hold WSO as of Q4 2013.

Martin Currie reported no remaining Watsco Inc position as of Q4 2013 after selling out during the quarter.
Martin Currie sold 37,300 Watsco Inc shares in Q4 2013, an estimated $3.52M.
Martin Currie first reported a position in Watsco Inc in Q2 2013 and held it in 2 quarters.
Martin Currie's Watsco Inc position peaked at $3.52M in Q3 2013.
214 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2013.

Based on Martin Currie's 13F filing for Q4 2013, filed 14 Feb 2014.