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WFG Advisors’s Watsco Inc WSO Stock Holding History

WFG Advisors’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
2017
Q2 		$12K Buy
+75
New +$10.7K ﹤0.01% 1095

Other funds holding WSO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

WFG Advisors's WSO Position: Q2 2017 in Review

WFG Advisors opened a new position in Watsco Inc (WSO) in Q2 2017: 75 shares worth $12K. The stake represents ﹤0.01% of the portfolio and ranks #1095 among its holdings.

293 funds tracked by Wall St. Rank hold WSO as of Q2 2017.

  • WFG Advisors held 75 shares of Watsco Inc worth $12K as of Q2 2017.
  • Watsco Inc was a new WFG Advisors position in Q2 2017.
  • Watsco Inc made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1095 holding.
  • 293 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.