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Wealthfront’s Watsco Inc WSO Stock Holding History

Wealthfront’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
2015
Q4 		– Sell
-158
Closed -$19K – 1081
2015
Q3 		$19K Buy
158
+77
+95% +$9.6K ﹤0.01% 778
2015
Q2 		$10K Buy
81
+54
+200% +$6.72K ﹤0.01% 844
2015
Q1 		$3K Buy
+27
New +$3.1K ﹤0.01% 947

Other funds holding WSO

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ORI
Oak Ridge Investments Chicago, Illinois $1.51B AUM 37.25% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Wealthfront's WSO Position: Q4 2015 in Review

Wealthfront sold out of Watsco Inc (WSO) in Q4 2015, closing a stake of 158 shares — an estimated $19K sold.

Wealthfront first reported a position in WSO in Q1 2015 and held it in 3 quarters. The position peaked at $19K in Q3 2015. 249 funds tracked by Wall St. Rank hold WSO as of Q4 2015.

  • Wealthfront reported no remaining Watsco Inc position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 158 Watsco Inc shares in Q4 2015, an estimated $19K.
  • Wealthfront first reported a position in Watsco Inc in Q1 2015 and held it in 3 quarters.
  • Wealthfront's Watsco Inc position peaked at $19K in Q3 2015.
  • 249 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.