SeaCrest Wealth Management’s Watsco Inc WSO Stock Holding History

SeaCrest Wealth 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
2019 Q2	–	Sell	-9	Closed	-$1K	–	1853
2019 Q1	$1K	Hold	9	–	–	﹤0.01%	2089
2018 Q4	$1K	Sell	9 -621	-99%	-$94.7K	﹤0.01%	2081
2018 Q3	$112K	Sell	630 -19	-3%	-$3.36K	0.02%	707
2018 Q2	$116K	Buy	649 +15	+2%	+$2.73K	0.02%	676
2018 Q1	$115K	Buy	634 +30	+5%	+$5.2K	0.02%	662
2017 Q4	$103K	Buy	+604	New	+$99.8K	0.02%	711

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

SeaCrest Wealth Management's WSO Position: Q2 2019 in Review

SeaCrest Wealth Management sold out of Watsco Inc (WSO) in Q2 2019, closing a stake of 9 shares — an estimated $1K sold.

SeaCrest Wealth Management first reported a position in WSO in Q4 2017 and held it in 6 quarters. The position peaked at $116K in Q2 2018. 381 funds tracked by Wall St. Rank hold WSO as of Q2 2019.

SeaCrest Wealth Management reported no remaining Watsco Inc position as of Q2 2019 after selling out during the quarter.
SeaCrest Wealth Management sold 9 Watsco Inc shares in Q2 2019, an estimated $1K.
SeaCrest Wealth Management first reported a position in Watsco Inc in Q4 2017 and held it in 6 quarters.
SeaCrest Wealth Management's Watsco Inc position peaked at $116K in Q2 2018.
381 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2019.

Based on SeaCrest Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.