MCM
WSO icon

McKinley Capital Management’s Watsco Inc WSO Stock Holding History

McKinley Capital Management’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
Q3 		– Sell
-580
Closed -$89K – 463
2017
Q2 		$89K Buy
+580
New +$82.9K ﹤0.01% 363

Other funds holding WSO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 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
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

McKinley Capital Management's WSO Position: Q3 2017 in Review

McKinley Capital Management sold out of Watsco Inc (WSO) in Q3 2017, closing a stake of 580 shares — an estimated $89K sold.

McKinley Capital Management first reported a position in WSO in Q2 2017 and held it in 1 quarter. The position peaked at $89K in Q2 2017. 296 funds tracked by Wall St. Rank hold WSO as of Q3 2017.

  • McKinley Capital Management reported no remaining Watsco Inc position as of Q3 2017 after selling out during the quarter.
  • McKinley Capital Management sold 580 Watsco Inc shares in Q3 2017, an estimated $89K.
  • McKinley Capital Management first reported a position in Watsco Inc in Q2 2017 and held it in 1 quarter.
  • McKinley Capital Management's Watsco Inc position peaked at $89K in Q2 2017.
  • 296 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2017.

Based on McKinley Capital Management's 13F filing for Q3 2017, filed 13 Nov 2017.