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People's United Financial’s Watsco Inc WSO Stock Holding History

People's United Financial’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
2015
Q2 		– Sell
-40
Closed -$5K – 844
2015
Q1 		$5K Sell
40
-60
-60% -$6.88K ﹤0.01% 745
2014
Q4 		$11K Buy
+100
New +$9.93K ﹤0.01% 692

Other funds holding WSO

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
ORI
Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

People's United Financial's WSO Position: Q2 2015 in Review

People's United Financial sold out of Watsco Inc (WSO) in Q2 2015, closing a stake of 40 shares — an estimated $5K sold.

People's United Financial first reported a position in WSO in Q4 2014 and held it in 2 quarters. The position peaked at $11K in Q4 2014. 217 funds tracked by Wall St. Rank hold WSO as of Q2 2015.

  • People's United Financial reported no remaining Watsco Inc position as of Q2 2015 after selling out during the quarter.
  • People's United Financial sold 40 Watsco Inc shares in Q2 2015, an estimated $5K.
  • People's United Financial first reported a position in Watsco Inc in Q4 2014 and held it in 2 quarters.
  • People's United Financial's Watsco Inc position peaked at $11K in Q4 2014.
  • 217 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2015.

Based on People's United Financial's 13F filing for Q2 2015, filed 10 Aug 2015.