NFH
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NEXT Financial Holdings’s Watsco Inc WSO Stock Holding History

NEXT Financial Holdings’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
2019
Q1 		$383K Buy
+2,672
New +$383K 0.1% 179

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NEXT Financial Holdings's WSO Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in Watsco Inc (WSO) in Q1 2019: 2,672 shares worth $383K. The stake represents 0.1% of the portfolio and ranks #179 among its holdings.

370 funds tracked by Wall St. Rank hold WSO as of Q1 2019.

  • NEXT Financial Holdings held 2,672 shares of Watsco Inc worth $383K as of Q1 2019.
  • Watsco Inc was a new NEXT Financial Holdings position in Q1 2019.
  • Watsco Inc made up 0.1% of NEXT Financial Holdings's portfolio in Q1 2019, its #179 holding.
  • 370 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.