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MYCIO Wealth Partners’s Watsco Inc WSO Stock Holding History

MYCIO Wealth Partners’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
2016
Q3 		– Sell
-48
Closed -$7K – 1041
2016
Q2 		$7K Buy
48
+38
+380% +$5.1K ﹤0.01% 612
2016
Q1 		$1K Buy
+10
New +$1.21K ﹤0.01% 786

Other funds holding WSO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ORI
Oak Ridge Investments Chicago, Illinois $1.51B AUM 37.25% 1-Year Est. Return

MYCIO Wealth Partners's WSO Position: Q3 2016 in Review

MYCIO Wealth Partners sold out of Watsco Inc (WSO) in Q3 2016, closing a stake of 48 shares — an estimated $7K sold.

MYCIO Wealth Partners first reported a position in WSO in Q1 2016 and held it in 2 quarters. The position peaked at $7K in Q2 2016. 272 funds tracked by Wall St. Rank hold WSO as of Q3 2016.

  • MYCIO Wealth Partners reported no remaining Watsco Inc position as of Q3 2016 after selling out during the quarter.
  • MYCIO Wealth Partners sold 48 Watsco Inc shares in Q3 2016, an estimated $7K.
  • MYCIO Wealth Partners first reported a position in Watsco Inc in Q1 2016 and held it in 2 quarters.
  • MYCIO Wealth Partners's Watsco Inc position peaked at $7K in Q2 2016.
  • 272 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2016.

Based on MYCIO Wealth Partners's 13F filing for Q3 2016, filed 3 Nov 2016.