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Davidson Investment Advisors’s A.O. Smith AOS Stock Holding History

Davidson Investment 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
2017
Q3 		– Sell
-1,000
Closed -$56K – 107
2017
Q2 		$56K Hold
1,000
– – 0.01% 128
2017
Q1 		$51K Buy
+1,000
New +$49.6K 0.01% 134

Other funds holding AOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Davidson Investment Advisors's AOS Position: Q3 2017 in Review

Davidson Investment Advisors sold out of A.O. Smith (AOS) in Q3 2017, closing a stake of 1,000 shares — an estimated $56K sold.

Davidson Investment Advisors first reported a position in AOS in Q1 2017 and held it in 2 quarters. The position peaked at $56K in Q2 2017. 446 funds tracked by Wall St. Rank hold AOS as of Q3 2017.

  • Davidson Investment Advisors reported no remaining A.O. Smith position as of Q3 2017 after selling out during the quarter.
  • Davidson Investment Advisors sold 1,000 A.O. Smith shares in Q3 2017, an estimated $56K.
  • Davidson Investment Advisors first reported a position in A.O. Smith in Q1 2017 and held it in 2 quarters.
  • Davidson Investment Advisors's A.O. Smith position peaked at $56K in Q2 2017.
  • 446 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2017.

Based on Davidson Investment Advisors's 13F filing for Q3 2017, filed 9 Nov 2017.