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Financial Architects (New Jersey)’s Aaon AAON Stock Holding History

Financial Architects (New Jersey)’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
2017
Q3 		– Sell
-186
Closed -$5K – 1472
2017
Q2 		$5K Hold
186
– – ﹤0.01% 1263
2017
Q1 		$4K Buy
+186
New +$4.27K ﹤0.01% 1312

Other funds holding AAON

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Financial Architects (New Jersey)'s AAON Position: Q3 2017 in Review

Financial Architects (New Jersey) sold out of Aaon (AAON) in Q3 2017, closing a stake of 186 shares — an estimated $5K sold.

Financial Architects (New Jersey) first reported a position in AAON in Q1 2017 and held it in 2 quarters. The position peaked at $5K in Q2 2017. 145 funds tracked by Wall St. Rank hold AAON as of Q3 2017.

  • Financial Architects (New Jersey) reported no remaining Aaon position as of Q3 2017 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 186 Aaon shares in Q3 2017, an estimated $5K.
  • Financial Architects (New Jersey) first reported a position in Aaon in Q1 2017 and held it in 2 quarters.
  • Financial Architects (New Jersey)'s Aaon position peaked at $5K in Q2 2017.
  • 145 funds tracked by Wall St. Rank held Aaon as of Q3 2017.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2017, filed 23 Oct 2017.