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Bellwether Investment Group’s A.O. Smith AOS Stock Holding History

Bellwether Investment Group’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
Q2 		– Sell
-338
Closed -$17K – 93
2017
Q1 		$17K Sell
338
-11
-3% -$546 0.04% 346
2016
Q4 		$17K Buy
+349
New +$16.8K 0.02% 490

Other funds holding AOS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Bellwether Investment Group's AOS Position: Q2 2017 in Review

Bellwether Investment Group sold out of A.O. Smith (AOS) in Q2 2017, closing a stake of 338 shares — an estimated $17K sold.

Bellwether Investment Group first reported a position in AOS in Q4 2016 and held it in 2 quarters. The position peaked at $17K in Q1 2017. 429 funds tracked by Wall St. Rank hold AOS as of Q2 2017.

  • Bellwether Investment Group reported no remaining A.O. Smith position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 338 A.O. Smith shares in Q2 2017, an estimated $17K.
  • Bellwether Investment Group first reported a position in A.O. Smith in Q4 2016 and held it in 2 quarters.
  • Bellwether Investment Group's A.O. Smith position peaked at $17K in Q1 2017.
  • 429 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.