Sumit Capital’s Watsco Inc WSO Stock Holding History

Sumit Capital’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
2014 Q1	–	Sell	-2,854	Closed	-$274K	–	211
2013 Q4	$274K	Buy	+2,854	New	+$271K	0.49%	92

Other funds holding WSO

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

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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

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

Sumit Capital's WSO Position: Q1 2014 in Review

Sumit Capital sold out of Watsco Inc (WSO) in Q1 2014, closing a stake of 2,854 shares — an estimated $274K sold.

Sumit Capital first reported a position in WSO in Q4 2013 and held it in 1 quarter. The position peaked at $274K in Q4 2013. 200 funds tracked by Wall St. Rank hold WSO as of Q1 2014.

Sumit Capital reported no remaining Watsco Inc position as of Q1 2014 after selling out during the quarter.
Sumit Capital sold 2,854 Watsco Inc shares in Q1 2014, an estimated $274K.
Sumit Capital first reported a position in Watsco Inc in Q4 2013 and held it in 1 quarter.
Sumit Capital's Watsco Inc position peaked at $274K in Q4 2013.
200 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2014.

Based on Sumit Capital's 13F filing for Q1 2014, filed 7 May 2014.