Clearwater Capital Advisors’s A.O. Smith AOS Stock Holding History

Clearwater Capital 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 Q2	–	Sell	-360	Closed	-$23K	–	205
2018 Q1	$23K	Buy	+360	New	+$23.2K	﹤0.01%	369

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Clearwater Capital Advisors's AOS Position: Q2 2018 in Review

Clearwater Capital Advisors sold out of A.O. Smith (AOS) in Q2 2018, closing a stake of 360 shares — an estimated $23K sold.

Clearwater Capital Advisors first reported a position in AOS in Q1 2018 and held it in 1 quarter. The position peaked at $23K in Q1 2018. 499 funds tracked by Wall St. Rank hold AOS as of Q2 2018.

Clearwater Capital Advisors reported no remaining A.O. Smith position as of Q2 2018 after selling out during the quarter.
Clearwater Capital Advisors sold 360 A.O. Smith shares in Q2 2018, an estimated $23K.
Clearwater Capital Advisors first reported a position in A.O. Smith in Q1 2018 and held it in 1 quarter.
Clearwater Capital Advisors's A.O. Smith position peaked at $23K in Q1 2018.
499 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2018.

Based on Clearwater Capital Advisors's 13F filing for Q2 2018, filed 16 Aug 2018.