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Robert N. Shapiro’s Watsco Inc WSO Stock Holding History

Robert N. Shapiro’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
2013
Q4 		– Sell
-380
Closed -$36K – 921
2013
Q3 		$36K Hold
380
– – 0.01% 670
2013
Q2 		$32K Buy
+380
New +$32.1K 0.01% 656

Other funds holding WSO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ORI
Oak Ridge Investments Chicago, Illinois $1.51B AUM 37.25% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Robert N. Shapiro's WSO Position: Q4 2013 in Review

Robert N. Shapiro sold out of Watsco Inc (WSO) in Q4 2013, closing a stake of 380 shares — an estimated $36K sold.

Robert N. Shapiro first reported a position in WSO in Q2 2013 and held it in 2 quarters. The position peaked at $36K in Q3 2013. 214 funds tracked by Wall St. Rank hold WSO as of Q4 2013.

  • Robert N. Shapiro reported no remaining Watsco Inc position as of Q4 2013 after selling out during the quarter.
  • Robert N. Shapiro sold 380 Watsco Inc shares in Q4 2013, an estimated $36K.
  • Robert N. Shapiro first reported a position in Watsco Inc in Q2 2013 and held it in 2 quarters.
  • Robert N. Shapiro's Watsco Inc position peaked at $36K in Q3 2013.
  • 214 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2013.

Based on Robert N. Shapiro's 13F filing for Q4 2013, filed 6 Feb 2014.