Winslow Evans & Crocker’s Comfort Systems FIX Stock Holding History

Winslow Evans & Crocker’s Portfolio FIX Stock Details FIX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-34	Closed	-$2K	–	1216
2019 Q1	$2K	Buy	+34	New	+$1.7K	﹤0.01%	1150
2015 Q4	–	Sell	-8,526	Closed	-$232K	–	1378
2015 Q3	$232K	Hold	8,526	–	–	0.07%	247
2015 Q2	$196K	Buy	+8,526	New	+$187K	0.06%	315

Other funds holding FIX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Winslow Evans & Crocker's FIX Position: Q2 2019 in Review

Winslow Evans & Crocker sold out of Comfort Systems (FIX) in Q2 2019, closing a stake of 34 shares — an estimated $2K sold.

Winslow Evans & Crocker first reported a position in FIX in Q2 2015 and held it in 3 quarters. The position peaked at $232K in Q3 2015. 240 funds tracked by Wall St. Rank hold FIX as of Q2 2019.

Winslow Evans & Crocker reported no remaining Comfort Systems position as of Q2 2019 after selling out during the quarter.
Winslow Evans & Crocker sold 34 Comfort Systems shares in Q2 2019, an estimated $2K.
Winslow Evans & Crocker first reported a position in Comfort Systems in Q2 2015 and held it in 3 quarters.
Winslow Evans & Crocker's Comfort Systems position peaked at $232K in Q3 2015.
240 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2019.

Based on Winslow Evans & Crocker's 13F filing for Q2 2019, filed 19 Jul 2019.