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Proficio Capital Partners’s Watsco Inc WSO Stock Holding History

Proficio Capital Partners’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
Q3 		– Sell
-58
Closed -$9K – 1558
2019
Q2 		$9K Buy
58
+42
+263% +$6.6K ﹤0.01% 996
2019
Q1 		$2K Buy
+16
New +$2.3K ﹤0.01% 1423
2018
Q4 		– Sell
-40
Closed -$7K – 1285
2018
Q3 		$7K Hold
40
– – ﹤0.01% 895
2018
Q2 		$7K Hold
40
– – ﹤0.01% 926
2018
Q1 		$7K Hold
40
– – ﹤0.01% 942
2017
Q4 		$7K Hold
40
– – ﹤0.01% 910
2017
Q3 		$6K Buy
40
+15
+60% +$2.27K ﹤0.01% 928
2017
Q2 		$4K Sell
25
-17
-40% -$2.43K ﹤0.01% 1016
2017
Q1 		$6K Buy
+42
New +$6.29K ﹤0.01% 960

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Proficio Capital Partners's WSO Position: Q3 2019 in Review

Proficio Capital Partners sold out of Watsco Inc (WSO) in Q3 2019, closing a stake of 58 shares — an estimated $9K sold.

Proficio Capital Partners first reported a position in WSO in Q1 2017 and held it in 9 quarters. The position peaked at $9K in Q2 2019. 374 funds tracked by Wall St. Rank hold WSO as of Q3 2019.

  • Proficio Capital Partners reported no remaining Watsco Inc position as of Q3 2019 after selling out during the quarter.
  • Proficio Capital Partners sold 58 Watsco Inc shares in Q3 2019, an estimated $9K.
  • Proficio Capital Partners first reported a position in Watsco Inc in Q1 2017 and held it in 9 quarters.
  • Proficio Capital Partners's Watsco Inc position peaked at $9K in Q2 2019.
  • 374 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.