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

Columbia Partners 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
2018 Q4	–	Sell	-6,790	Closed	-$362K	–	117
2018 Q3	$362K	Sell	6,790 -6,791	-50%	-$399K	0.09%	147
2018 Q2	$803K	Sell	13,581 -27,165	-67%	-$1.71M	0.23%	123
2018 Q1	$2.59M	Hold	40,746	–	–	0.33%	91
2017 Q4	$2.5M	Hold	40,746	–	–	0.33%	99
2017 Q3	$2.42M	Hold	40,746	–	–	0.32%	102
2017 Q2	$2.29M	Buy	40,746 +464	+1%	+$25.1K	0.29%	106
2017 Q1	$2.06M	Hold	40,282	–	–	0.26%	110
2016 Q4	$1.91M	Hold	40,282	–	–	0.17%	178
2016 Q3	$1.99M	Buy	+40,282	New	+$1.88M	0.16%	191

Other funds holding AOS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Columbia Partners Investment Management's AOS Position: Q4 2018 in Review

Columbia Partners Investment Management sold out of A.O. Smith (AOS) in Q4 2018, closing a stake of 6,790 shares — an estimated $362K sold.

Columbia Partners Investment Management first reported a position in AOS in Q3 2016 and held it in 9 quarters. The position peaked at $2.59M in Q1 2018. 492 funds tracked by Wall St. Rank hold AOS as of Q4 2018.

Columbia Partners Investment Management reported no remaining A.O. Smith position as of Q4 2018 after selling out during the quarter.
Columbia Partners Investment Management sold 6,790 A.O. Smith shares in Q4 2018, an estimated $362K.
Columbia Partners Investment Management first reported a position in A.O. Smith in Q3 2016 and held it in 9 quarters.
Columbia Partners Investment Management's A.O. Smith position peaked at $2.59M in Q1 2018.
492 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2018.

Based on Columbia Partners Investment Management's 13F filing for Q4 2018, filed 12 Feb 2019.