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Ramsey Quantitative Systems’s Watsco Inc WSO Stock Holding History

Ramsey Quantitative Systems’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
Q1 		– Sell
-2,166
Closed -$301K – 254
2018
Q4 		$301K Buy
+2,166
New +$330K 0.36% 50

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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ramsey Quantitative Systems's WSO Position: Q1 2019 in Review

Ramsey Quantitative Systems sold out of Watsco Inc (WSO) in Q1 2019, closing a stake of 2,166 shares — an estimated $301K sold.

Ramsey Quantitative Systems first reported a position in WSO in Q4 2018 and held it in 1 quarter. The position peaked at $301K in Q4 2018. 370 funds tracked by Wall St. Rank hold WSO as of Q1 2019.

  • Ramsey Quantitative Systems reported no remaining Watsco Inc position as of Q1 2019 after selling out during the quarter.
  • Ramsey Quantitative Systems sold 2,166 Watsco Inc shares in Q1 2019, an estimated $301K.
  • Ramsey Quantitative Systems first reported a position in Watsco Inc in Q4 2018 and held it in 1 quarter.
  • Ramsey Quantitative Systems's Watsco Inc position peaked at $301K in Q4 2018.
  • 370 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2019.

Based on Ramsey Quantitative Systems's 13F filing for Q1 2019, filed 23 Apr 2019.