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Old Mutual Customised Solutions’s Watsco Inc WSO Stock Holding History

Old Mutual Customised Solutions’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
Q3 		– Sell
-200
Closed -$17K – 1249
2013
Q2 		$17K Buy
+200
New +$16.9K ﹤0.01% 1365

Other funds holding WSO

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ORI
Oak Ridge Investments Chicago, Illinois $1.51B AUM 37.25% 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

Old Mutual Customised Solutions's WSO Position: Q3 2013 in Review

Old Mutual Customised Solutions sold out of Watsco Inc (WSO) in Q3 2013, closing a stake of 200 shares — an estimated $17K sold.

Old Mutual Customised Solutions first reported a position in WSO in Q2 2013 and held it in 1 quarter. The position peaked at $17K in Q2 2013. 199 funds tracked by Wall St. Rank hold WSO as of Q3 2013.

  • Old Mutual Customised Solutions reported no remaining Watsco Inc position as of Q3 2013 after selling out during the quarter.
  • Old Mutual Customised Solutions sold 200 Watsco Inc shares in Q3 2013, an estimated $17K.
  • Old Mutual Customised Solutions first reported a position in Watsco Inc in Q2 2013 and held it in 1 quarter.
  • Old Mutual Customised Solutions's Watsco Inc position peaked at $17K in Q2 2013.
  • 199 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2013.

Based on Old Mutual Customised Solutions's 13F filing for Q3 2013, filed 6 Nov 2013.