Telemus Capital’s Watsco Inc WSO Stock Holding History

Telemus 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
2018 Q1	–	Sell	-99	Closed	-$17K	–	568
2017 Q4	$17K	Buy	+99	New	+$16.4K	﹤0.01%	481

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Telemus Capital's WSO Position: Q1 2018 in Review

Telemus Capital sold out of Watsco Inc (WSO) in Q1 2018, closing a stake of 99 shares — an estimated $17K sold.

Telemus Capital first reported a position in WSO in Q4 2017 and held it in 1 quarter. The position peaked at $17K in Q4 2017. 343 funds tracked by Wall St. Rank hold WSO as of Q1 2018.

Telemus Capital reported no remaining Watsco Inc position as of Q1 2018 after selling out during the quarter.
Telemus Capital sold 99 Watsco Inc shares in Q1 2018, an estimated $17K.
Telemus Capital first reported a position in Watsco Inc in Q4 2017 and held it in 1 quarter.
Telemus Capital's Watsco Inc position peaked at $17K in Q4 2017.
343 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2018.

Based on Telemus Capital's 13F filing for Q1 2018, filed 27 Apr 2018.