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PEAK6 Group’s Watsco Inc WSO Stock Holding History

PEAK6 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
2018
Q1 		– Sell
-4,087
Closed -$695K – 4999
2017
Q4 		$695K Buy
+4,087
New +$675K ﹤0.01% 2207
2016
Q4 		– Sell
-623
Closed -$90.3K – 5150
2016
Q3 		$88K Buy
+623
New +$89.3K ﹤0.01% 3642
2015
Q3 		– Sell
-1,490
Closed -$186K – 5655
2015
Q2 		$184K Buy
+1,490
New +$185K ﹤0.01% 3798
2014
Q4 		– Sell
-546
Closed -$47K – 5203
2014
Q3 		$47K Buy
+546
New +$50.5K ﹤0.01% 4152
2013
Q4 		– Sell
-22,958
Closed -$1.08M – 5527
2013
Q3 		$1.08M Buy
22,958
+17,097
+292% +$1.56M 0.01% 2092
2013
Q2 		$492 Buy
+5,861
New +$495K ﹤0.01% 2807

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

PEAK6 Group's WSO Position: Q1 2018 in Review

PEAK6 Group sold out of Watsco Inc (WSO) in Q1 2018, closing a stake of 4,087 shares — an estimated $695K sold.

PEAK6 Group first reported a position in WSO in Q2 2013 and held it in 6 quarters. The position peaked at $1.08M in Q3 2013. 343 funds tracked by Wall St. Rank hold WSO as of Q1 2018.

  • PEAK6 Group reported no remaining Watsco Inc position as of Q1 2018 after selling out during the quarter.
  • PEAK6 Group sold 4,087 Watsco Inc shares in Q1 2018, an estimated $695K.
  • PEAK6 Group first reported a position in Watsco Inc in Q2 2013 and held it in 6 quarters.
  • PEAK6 Group's Watsco Inc position peaked at $1.08M in Q3 2013.
  • 343 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2018.

Based on PEAK6 Group's 13F filing for Q1 2018, filed 15 May 2018.