NatWest Group’s Watsco Inc WSO Stock Holding History

NatWest Group’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	-3,778	Closed	-$356K	–	910
2013 Q3	$356K	Buy	+3,778	New	+$346K	0.01%	827

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 $1.51B AUM 37.25% 1-Year Est. Return

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

NatWest Group's WSO Position: Q4 2013 in Review

NatWest Group sold out of Watsco Inc (WSO) in Q4 2013, closing a stake of 3,778 shares — an estimated $356K sold.

NatWest Group first reported a position in WSO in Q3 2013 and held it in 1 quarter. The position peaked at $356K in Q3 2013. 214 funds tracked by Wall St. Rank hold WSO as of Q4 2013.

NatWest Group reported no remaining Watsco Inc position as of Q4 2013 after selling out during the quarter.
NatWest Group sold 3,778 Watsco Inc shares in Q4 2013, an estimated $356K.
NatWest Group first reported a position in Watsco Inc in Q3 2013 and held it in 1 quarter.
NatWest Group's Watsco Inc position peaked at $356K in Q3 2013.
214 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2013.

Based on NatWest Group's 13F filing for Q4 2013, filed 13 Feb 2014.