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Acrospire Investment Management’s A.O. Smith AOS Stock Holding History

Acrospire Investment Management’s Portfolio AOS Stock Details AOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-1,400
Closed -$79K – 82
2017
Q2 		$79K Buy
1,400
+1,000
+250% +$54K 0.07% 407
2017
Q1 		$20K Buy
+400
New +$19.8K 0.02% 1621
2016
Q4 		– Sell
-600
Closed -$30K – 2182
2016
Q3 		$30K Buy
+600
New +$28K 0.02% 1338
2016
Q2 		– Sell
-600
Closed -$23K – 2005
2016
Q1 		$23K Buy
+600
New +$21K 0.02% 1466

Other funds holding AOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Acrospire Investment Management's AOS Position: Q3 2017 in Review

Acrospire Investment Management sold out of A.O. Smith (AOS) in Q3 2017, closing a stake of 1,400 shares — an estimated $79K sold.

Acrospire Investment Management first reported a position in AOS in Q1 2016 and held it in 4 quarters. The position peaked at $79K in Q2 2017. 446 funds tracked by Wall St. Rank hold AOS as of Q3 2017.

  • Acrospire Investment Management reported no remaining A.O. Smith position as of Q3 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 1,400 A.O. Smith shares in Q3 2017, an estimated $79K.
  • Acrospire Investment Management first reported a position in A.O. Smith in Q1 2016 and held it in 4 quarters.
  • Acrospire Investment Management's A.O. Smith position peaked at $79K in Q2 2017.
  • 446 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2017.

Based on Acrospire Investment Management's 13F filing for Q3 2017, filed 26 Oct 2017.