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Capital Investment Advisory Services’s A.O. Smith AOS Stock Holding History

Capital Investment Advisory Services’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
2019
Q3 		– Sell
-50
Closed -$2K – 1371
2019
Q2 		$2K Sell
50
-60
-55% -$2.94K ﹤0.01% 1260
2019
Q1 		$6K Hold
110
– – ﹤0.01% 923
2018
Q4 		$5K Buy
+110
New +$5.06K ﹤0.01% 922

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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Investment Advisory Services's AOS Position: Q3 2019 in Review

Capital Investment Advisory Services sold out of A.O. Smith (AOS) in Q3 2019, closing a stake of 50 shares — an estimated $2K sold.

Capital Investment Advisory Services first reported a position in AOS in Q4 2018 and held it in 3 quarters. The position peaked at $6K in Q1 2019. 452 funds tracked by Wall St. Rank hold AOS as of Q3 2019.

  • Capital Investment Advisory Services reported no remaining A.O. Smith position as of Q3 2019 after selling out during the quarter.
  • Capital Investment Advisory Services sold 50 A.O. Smith shares in Q3 2019, an estimated $2K.
  • Capital Investment Advisory Services first reported a position in A.O. Smith in Q4 2018 and held it in 3 quarters.
  • Capital Investment Advisory Services's A.O. Smith position peaked at $6K in Q1 2019.
  • 452 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2019.

Based on Capital Investment Advisory Services's 13F filing for Q3 2019, filed 17 Oct 2019.