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Whitener Capital Management’s Watsco Inc WSO Stock Holding History

Whitener Capital Management’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
2019
Q4 		– Sell
-105
Closed -$17K – 440
2019
Q3 		$17K Hold
105
– – 0.01% 311
2019
Q2 		$17K Hold
105
– – 0.01% 305
2019
Q1 		$15K Hold
105
– – 0.01% 305
2018
Q4 		$14K Hold
105
– – 0.01% 289
2018
Q3 		$18K Buy
+105
New +$18.6K 0.01% 289
2018
Q2 		– Sell
-105
Closed -$19K – 413
2018
Q1 		$19K Hold
105
– – 0.01% 286
2017
Q4 		$17K Buy
+105
New +$17.3K 0.01% 278

Other funds holding WSO

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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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Whitener Capital Management's WSO Position: Q4 2019 in Review

Whitener Capital Management sold out of Watsco Inc (WSO) in Q4 2019, closing a stake of 105 shares — an estimated $17K sold.

Whitener Capital Management first reported a position in WSO in Q4 2017 and held it in 7 quarters. The position peaked at $19K in Q1 2018. 392 funds tracked by Wall St. Rank hold WSO as of Q4 2019.

  • Whitener Capital Management reported no remaining Watsco Inc position as of Q4 2019 after selling out during the quarter.
  • Whitener Capital Management sold 105 Watsco Inc shares in Q4 2019, an estimated $17K.
  • Whitener Capital Management first reported a position in Watsco Inc in Q4 2017 and held it in 7 quarters.
  • Whitener Capital Management's Watsco Inc position peaked at $19K in Q1 2018.
  • 392 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2019.

Based on Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.