OFW
WCC

Omnia Family Wealth’s WESCO International WCC Stock Holding History

Omnia Family Wealth’s Portfolio WCC Stock Details WCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-39
Closed -$2K – 692
2017
Q2 		$2K Hold
39
– – ﹤0.01% 621
2017
Q1 		$3K Hold
39
– – ﹤0.01% 537
2016
Q4 		$3K Buy
+39
New +$2.48K ﹤0.01% 541

Other funds holding WCC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Omnia Family Wealth's WCC Position: Q3 2017 in Review

Omnia Family Wealth sold out of WESCO International (WCC) in Q3 2017, closing a stake of 39 shares — an estimated $2K sold.

Omnia Family Wealth first reported a position in WCC in Q4 2016 and held it in 3 quarters. The position peaked at $3K in Q1 2017. 203 funds tracked by Wall St. Rank hold WCC as of Q3 2017.

  • Omnia Family Wealth reported no remaining WESCO International position as of Q3 2017 after selling out during the quarter.
  • Omnia Family Wealth sold 39 WESCO International shares in Q3 2017, an estimated $2K.
  • Omnia Family Wealth first reported a position in WESCO International in Q4 2016 and held it in 3 quarters.
  • Omnia Family Wealth's WESCO International position peaked at $3K in Q1 2017.
  • 203 funds tracked by Wall St. Rank held WESCO International as of Q3 2017.

Based on Omnia Family Wealth's 13F filing for Q3 2017, filed 14 Nov 2017.