Spot Trading’s Watsco Inc WSO Stock Holding History

Spot Trading’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
2016 Q3	–	Sell	-8,800	Closed	-$1.24M	–	3588
2016 Q2	$1.24M	Buy	+8,800	New	+$1.18M	0.02%	980

Other funds holding WSO

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

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

ORI

Oak Ridge Investments Chicago, Illinois $1.51B AUM 37.25% 1-Year Est. Return

Spot Trading's WSO Position: Q2 2016 in Review

Spot Trading sold out of Watsco Inc (WSO) in Q2 2016, closing a stake of 124 shares — an estimated $16.6K sold.

Spot Trading first reported a position in WSO in Q2 2013 and held it in 10 quarters. The position peaked at $232K in Q3 2015. 271 funds tracked by Wall St. Rank hold WSO as of Q2 2016.

Spot Trading reported no remaining Watsco Inc position as of Q2 2016 after selling out during the quarter.
Spot Trading sold 124 Watsco Inc shares in Q2 2016, an estimated $16.6K.
Spot Trading first reported a position in Watsco Inc in Q2 2013 and held it in 10 quarters.
Spot Trading's Watsco Inc position peaked at $232K in Q3 2015.
271 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2016.

Based on Spot Trading's 13F filing for Q2 2016, filed 2 Aug 2016.