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R&F Capital Advisors’s Watsco Inc WSO Stock Holding History

R&F Capital Advisors’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
2017
Q1 		$518K Buy
+3,617
New +$542K 0.13% 242

Other funds holding WSO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $999B AUM 46.22% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

R&F Capital Advisors's WSO Position: Q1 2017 in Review

R&F Capital Advisors opened a new position in Watsco Inc (WSO) in Q1 2017: 3,617 shares worth $518K. The stake represents 0.13% of the portfolio and ranks #242 among its holdings.

307 funds tracked by Wall St. Rank hold WSO as of Q1 2017.

  • R&F Capital Advisors held 3,617 shares of Watsco Inc worth $518K as of Q1 2017.
  • Watsco Inc was a new R&F Capital Advisors position in Q1 2017.
  • Watsco Inc made up 0.13% of R&F Capital Advisors's portfolio in Q1 2017, its #242 holding.
  • 307 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2017.

Based on R&F Capital Advisors's 13F filing for Q1 2017, filed 15 May 2017.