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Checchi Capital Advisers’s A.O. Smith AOS Stock Holding History

Checchi Capital Advisers’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
Q3 		– Sell
-1,222
Closed -$54K – 438
2016
Q2 		$54K Buy
1,222
+30
+3% +$1.21K 0.01% 801
2016
Q1 		$45K Buy
+1,192
New +$41.7K 0.01% 866

Other funds holding AOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Checchi Capital Advisers's AOS Position: Q3 2016 in Review

Checchi Capital Advisers sold out of A.O. Smith (AOS) in Q3 2016, closing a stake of 1,222 shares — an estimated $54K sold.

Checchi Capital Advisers first reported a position in AOS in Q1 2016 and held it in 2 quarters. The position peaked at $54K in Q2 2016. 428 funds tracked by Wall St. Rank hold AOS as of Q3 2016.

  • Checchi Capital Advisers reported no remaining A.O. Smith position as of Q3 2016 after selling out during the quarter.
  • Checchi Capital Advisers sold 1,222 A.O. Smith shares in Q3 2016, an estimated $54K.
  • Checchi Capital Advisers first reported a position in A.O. Smith in Q1 2016 and held it in 2 quarters.
  • Checchi Capital Advisers's A.O. Smith position peaked at $54K in Q2 2016.
  • 428 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2016.

Based on Checchi Capital Advisers's 13F filing for Q3 2016, filed 10 Nov 2016.