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MB Financial Bank - Trust Department’s Watsco Inc WSO Stock Holding History

MB Financial Bank - Trust Department’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
2017
Q2 		– Sell
-25
Closed -$4K – 422
2017
Q1 		$4K Buy
+25
New +$3.74K ﹤0.01% 390

Other funds holding WSO

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Vanguard Group
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

MB Financial Bank - Trust Department's WSO Position: Q2 2017 in Review

MB Financial Bank - Trust Department sold out of Watsco Inc (WSO) in Q2 2017, closing a stake of 25 shares — an estimated $4K sold.

MB Financial Bank - Trust Department first reported a position in WSO in Q1 2017 and held it in 1 quarter. The position peaked at $4K in Q1 2017. 293 funds tracked by Wall St. Rank hold WSO as of Q2 2017.

  • MB Financial Bank - Trust Department reported no remaining Watsco Inc position as of Q2 2017 after selling out during the quarter.
  • MB Financial Bank - Trust Department sold 25 Watsco Inc shares in Q2 2017, an estimated $4K.
  • MB Financial Bank - Trust Department first reported a position in Watsco Inc in Q1 2017 and held it in 1 quarter.
  • MB Financial Bank - Trust Department's Watsco Inc position peaked at $4K in Q1 2017.
  • 293 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2017.

Based on MB Financial Bank - Trust Department's 13F filing for Q2 2017, filed 12 Jul 2017.