Royal Fund Management’s Watsco Inc WSO Stock Holding History

Royal Fund Management’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
2020 Q1	–	Sell	-9	Closed	-$1K	–	760
2019 Q4	$1K	Buy	9 +6	+200%	+$1.05K	﹤0.01%	612
2019 Q3	$0	Buy	+3	New	+$486	﹤0.01%	680

Other funds holding WSO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Royal Fund Management's WSO Position: Q1 2020 in Review

Royal Fund Management sold out of Watsco Inc (WSO) in Q1 2020, closing a stake of 9 shares — an estimated $1K sold.

Royal Fund Management first reported a position in WSO in Q3 2019 and held it in 2 quarters. The position peaked at $1K in Q4 2019. 373 funds tracked by Wall St. Rank hold WSO as of Q1 2020.

Royal Fund Management reported no remaining Watsco Inc position as of Q1 2020 after selling out during the quarter.
Royal Fund Management sold 9 Watsco Inc shares in Q1 2020, an estimated $1K.
Royal Fund Management first reported a position in Watsco Inc in Q3 2019 and held it in 2 quarters.
Royal Fund Management's Watsco Inc position peaked at $1K in Q4 2019.
373 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2020.

Based on Royal Fund Management's 13F filing for Q1 2020, filed 8 May 2020.