FineMark National Bank & Trust’s A.O. Smith AOS Stock Holding History

FineMark National Bank & Trust’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 Q1	–	Sell	-580	Closed	-$27K	–	406
2016 Q4	$27K	Buy	580 +120	+26%	+$5.79K	﹤0.01%	759
2016 Q3	$23K	Buy	460 +250	+119%	+$11.7K	﹤0.01%	783
2016 Q2	$9K	Buy	210 +40	+24%	+$1.61K	﹤0.01%	961
2016 Q1	$6K	Buy	170 +30	+21%	+$1.05K	﹤0.01%	1001
2015 Q4	$5K	Sell	140 -36	-20%	-$1.36K	﹤0.01%	1037
2015 Q3	$6K	Buy	+176	New	+$6.02K	﹤0.01%	1059

Other funds holding AOS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

FineMark National Bank & Trust's AOS Position: Q1 2017 in Review

FineMark National Bank & Trust sold out of A.O. Smith (AOS) in Q1 2017, closing a stake of 580 shares — an estimated $27K sold.

FineMark National Bank & Trust first reported a position in AOS in Q3 2015 and held it in 6 quarters. The position peaked at $27K in Q4 2016. 431 funds tracked by Wall St. Rank hold AOS as of Q1 2017.

FineMark National Bank & Trust reported no remaining A.O. Smith position as of Q1 2017 after selling out during the quarter.
FineMark National Bank & Trust sold 580 A.O. Smith shares in Q1 2017, an estimated $27K.
FineMark National Bank & Trust first reported a position in A.O. Smith in Q3 2015 and held it in 6 quarters.
FineMark National Bank & Trust's A.O. Smith position peaked at $27K in Q4 2016.
431 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2017.

Based on FineMark National Bank & Trust's 13F filing for Q1 2017, filed 12 May 2017.