Osborn Williams & Donohoe’s Watsco Inc WSO Stock Holding History

Osborn Williams & Donohoe’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 Q2	–	Sell	-400	Closed	-$58K	–	673
2019 Q1	$58K	Buy	+400	New	+$57.4K	0.01%	459

Other funds holding WSO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Osborn Williams & Donohoe's WSO Position: Q2 2019 in Review

Osborn Williams & Donohoe sold out of Watsco Inc (WSO) in Q2 2019, closing a stake of 400 shares — an estimated $58K sold.

Osborn Williams & Donohoe first reported a position in WSO in Q1 2019 and held it in 1 quarter. The position peaked at $58K in Q1 2019. 381 funds tracked by Wall St. Rank hold WSO as of Q2 2019.

Osborn Williams & Donohoe reported no remaining Watsco Inc position as of Q2 2019 after selling out during the quarter.
Osborn Williams & Donohoe sold 400 Watsco Inc shares in Q2 2019, an estimated $58K.
Osborn Williams & Donohoe first reported a position in Watsco Inc in Q1 2019 and held it in 1 quarter.
Osborn Williams & Donohoe's Watsco Inc position peaked at $58K in Q1 2019.
381 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2019.

Based on Osborn Williams & Donohoe's 13F filing for Q2 2019, filed 26 Jul 2019.