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Wilbanks Smith & Thomas Asset Management’s Watsco Inc WSO Stock Holding History

Wilbanks Smith & Thomas Asset 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
2018
Q4 		– Sell
-150
Closed -$27K – 1314
2018
Q3 		$27K Buy
+150
New +$26.5K ﹤0.01% 817

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State Street
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Wilbanks Smith & Thomas Asset Management's WSO Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Watsco Inc (WSO) in Q4 2018, closing a stake of 150 shares — an estimated $27K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in WSO in Q3 2018 and held it in 1 quarter. The position peaked at $27K in Q3 2018. 346 funds tracked by Wall St. Rank hold WSO as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Watsco Inc position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 150 Watsco Inc shares in Q4 2018, an estimated $27K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Watsco Inc in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Watsco Inc position peaked at $27K in Q3 2018.
  • 346 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.