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Delphi Private Advisors’s A.O. Smith AOS Stock Holding History

Delphi Private 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
2016
Q4 		– Sell
-30
Closed -$1K – 273
2016
Q3 		$1K Hold
30
– – ﹤0.01% 311
2016
Q2 		$1K Buy
+30
New +$1.21K ﹤0.01% 320

Other funds holding AOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Delphi Private Advisors's AOS Position: Q4 2016 in Review

Delphi Private Advisors sold out of A.O. Smith (AOS) in Q4 2016, closing a stake of 30 shares — an estimated $1K sold.

Delphi Private Advisors first reported a position in AOS in Q2 2016 and held it in 2 quarters. The position peaked at $1K in Q3 2016. 440 funds tracked by Wall St. Rank hold AOS as of Q4 2016.

  • Delphi Private Advisors reported no remaining A.O. Smith position as of Q4 2016 after selling out during the quarter.
  • Delphi Private Advisors sold 30 A.O. Smith shares in Q4 2016, an estimated $1K.
  • Delphi Private Advisors first reported a position in A.O. Smith in Q2 2016 and held it in 2 quarters.
  • Delphi Private Advisors's A.O. Smith position peaked at $1K in Q3 2016.
  • 440 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2016.

Based on Delphi Private Advisors's 13F filing for Q4 2016, filed 31 Jan 2017.