Edge Advisors’s A.O. Smith AOS Stock Holding History

Edge 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	$30K	Sell	510 -920	-64%	-$58K	﹤0.01%	578
2018 Q1	$90K	Hold	1,430	–	–	0.01%	423
2017 Q4	$87K	Buy	1,430 +520	+57%	+$31.6K	0.01%	419
2017 Q3	$54K	Hold	910	–	–	0.01%	485
2017 Q2	$51K	Hold	910	–	–	0.01%	503
2017 Q1	$46K	Hold	910	–	–	0.01%	522
2016 Q4	$43K	Buy	+910	New	+$43.9K	0.01%	491

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

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 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 $1.66T AUM 25.57% 1-Year Est. Return

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

Edge Advisors's AOS Position: Q2 2018 in Review

Edge Advisors reduced its A.O. Smith (AOS) stake by 64% in Q2 2018, selling an estimated $58K and leaving 510 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #578.

Edge Advisors first reported a position in AOS in Q4 2016 and has held it in 7 quarters since. The position peaked at $90K in Q1 2018. 499 funds tracked by Wall St. Rank hold AOS as of Q2 2018.

Edge Advisors held 510 shares of A.O. Smith worth $30K as of Q2 2018.
Edge Advisors sold 920 A.O. Smith shares in Q2 2018, an estimated $58K.
A.O. Smith made up ﹤0.01% of Edge Advisors's portfolio in Q2 2018, its #578 holding.
Edge Advisors first reported a position in A.O. Smith in Q4 2016 and has held it in 7 quarters since.
Edge Advisors's A.O. Smith position peaked at $90K in Q1 2018.
499 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.