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

BRC 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
2016
Q1 		– Sell
-21,064
Closed -$807K – 113
2015
Q4 		$807K Sell
21,064
-12
-0.1% -$453 0.12% 58
2015
Q3 		$687K Buy
+21,076
New +$720K 0.11% 90

Other funds holding AOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BRC Investment Management's AOS Position: Q1 2016 in Review

BRC Investment Management sold out of A.O. Smith (AOS) in Q1 2016, closing a stake of 21,064 shares — an estimated $807K sold.

BRC Investment Management first reported a position in AOS in Q3 2015 and held it in 2 quarters. The position peaked at $807K in Q4 2015. 368 funds tracked by Wall St. Rank hold AOS as of Q1 2016.

  • BRC Investment Management reported no remaining A.O. Smith position as of Q1 2016 after selling out during the quarter.
  • BRC Investment Management sold 21,064 A.O. Smith shares in Q1 2016, an estimated $807K.
  • BRC Investment Management first reported a position in A.O. Smith in Q3 2015 and held it in 2 quarters.
  • BRC Investment Management's A.O. Smith position peaked at $807K in Q4 2015.
  • 368 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2016.

Based on BRC Investment Management's 13F filing for Q1 2016, filed 26 Apr 2016.