EP Wealth Advisors’s Aaon AAON Stock Holding History

EP Wealth Advisors’s Portfolio AAON Stock Details AAON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-8,811	Closed	-$222K	–	260
2018 Q3	$222K	Sell	8,811 -1,313	-13%	-$33.7K	0.02%	259
2018 Q2	$224K	Buy	+10,124	New	+$223K	0.02%	171

Other funds holding AAON

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 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

EP Wealth Advisors's AAON Position: Q4 2018 in Review

EP Wealth Advisors sold out of Aaon (AAON) in Q4 2018, closing a stake of 8,811 shares — an estimated $222K sold.

EP Wealth Advisors first reported a position in AAON in Q2 2018 and held it in 2 quarters. The position peaked at $224K in Q2 2018. 159 funds tracked by Wall St. Rank hold AAON as of Q4 2018.

EP Wealth Advisors reported no remaining Aaon position as of Q4 2018 after selling out during the quarter.
EP Wealth Advisors sold 8,811 Aaon shares in Q4 2018, an estimated $222K.
EP Wealth Advisors first reported a position in Aaon in Q2 2018 and held it in 2 quarters.
EP Wealth Advisors's Aaon position peaked at $224K in Q2 2018.
159 funds tracked by Wall St. Rank held Aaon as of Q4 2018.

Based on EP Wealth Advisors's 13F filing for Q4 2018, filed 19 Feb 2019.