Arete Wealth Advisors’s A.O. Smith AOS Stock Holding History

Arete Wealth Advisors’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
2018 Q3	–	Sell	-5,105	Closed	-$302K	–	363
2018 Q2	$302K	Sell	5,105 -23	-0.4%	-$1.45K	0.07%	267
2018 Q1	$326K	Buy	5,128 +7	+0.1%	+$452	0.11%	224
2017 Q4	$314K	Buy	+5,121	New	+$311K	0.1%	224

Other funds holding AOS

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Arete Wealth Advisors's AOS Position: Q3 2018 in Review

Arete Wealth Advisors sold out of A.O. Smith (AOS) in Q3 2018, closing a stake of 5,105 shares — an estimated $302K sold.

Arete Wealth Advisors first reported a position in AOS in Q4 2017 and held it in 3 quarters. The position peaked at $326K in Q1 2018. 508 funds tracked by Wall St. Rank hold AOS as of Q3 2018.

Arete Wealth Advisors reported no remaining A.O. Smith position as of Q3 2018 after selling out during the quarter.
Arete Wealth Advisors sold 5,105 A.O. Smith shares in Q3 2018, an estimated $302K.
Arete Wealth Advisors first reported a position in A.O. Smith in Q4 2017 and held it in 3 quarters.
Arete Wealth Advisors's A.O. Smith position peaked at $326K in Q1 2018.
508 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2018.

Based on Arete Wealth Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.