First Citizens Bank & Trust’s A.O. Smith AOS Stock Holding History

First Citizens 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 Q3	–	Sell	-9,789	Closed	-$551K	–	406
2017 Q2	$551K	Buy	9,789 +1,847	+23%	+$99.7K	0.07%	221
2017 Q1	$406K	Sell	7,942 -18	-0.2%	-$893	0.05%	279
2016 Q4	$377K	Sell	7,960 -3,582	-31%	-$173K	0.04%	275
2016 Q3	$570K	Buy	11,542 +156	+1%	+$7.29K	0.05%	219
2016 Q2	$502K	Buy	11,386 +112	+1%	+$4.52K	0.05%	268
2016 Q1	$430K	Buy	+11,274	New	+$394K	0.04%	301
2013 Q4	–	Sell	-15,254	Closed	-$345K	–	357
2013 Q3	$345K	Buy	+15,254	New	+$319K	0.01%	874

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

Janus Henderson Group London $209B AUM 37.72% 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

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

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

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

First Citizens Bank & Trust's AOS Position: Q3 2017 in Review

First Citizens Bank & Trust sold out of A.O. Smith (AOS) in Q3 2017, closing a stake of 9,789 shares — an estimated $551K sold.

First Citizens Bank & Trust first reported a position in AOS in Q3 2013 and held it in 7 quarters. The position peaked at $570K in Q3 2016. 446 funds tracked by Wall St. Rank hold AOS as of Q3 2017.

First Citizens Bank & Trust reported no remaining A.O. Smith position as of Q3 2017 after selling out during the quarter.
First Citizens Bank & Trust sold 9,789 A.O. Smith shares in Q3 2017, an estimated $551K.
First Citizens Bank & Trust first reported a position in A.O. Smith in Q3 2013 and held it in 7 quarters.
First Citizens Bank & Trust's A.O. Smith position peaked at $570K in Q3 2016.
446 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2017.

Based on First Citizens Bank & Trust's 13F filing for Q3 2017, filed 12 Oct 2017.