Gideon Capital Advisors’s A.O. Smith AOS Stock Holding History

Gideon Capital 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
2019 Q3	–	Sell	-9,261	Closed	-$437K	–	287
2019 Q2	$437K	Buy	+9,261	New	+$454K	0.15%	186
2018 Q4	–	Sell	-16,476	Closed	-$879K	–	367
2018 Q3	$879K	Buy	16,476 +12,427	+307%	+$730K	0.41%	64
2018 Q2	$239K	Buy	+4,049	New	+$255K	0.12%	306
2017 Q4	–	Sell	-3,854	Closed	-$229K	–	293
2017 Q3	$229K	Buy	+3,854	New	+$216K	0.23%	225

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

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

PAMU

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Gideon Capital Advisors's AOS Position: Q3 2019 in Review

Gideon Capital Advisors sold out of A.O. Smith (AOS) in Q3 2019, closing a stake of 9,261 shares — an estimated $437K sold.

Gideon Capital Advisors first reported a position in AOS in Q3 2017 and held it in 4 quarters. The position peaked at $879K in Q3 2018. 451 funds tracked by Wall St. Rank hold AOS as of Q3 2019.

Gideon Capital Advisors reported no remaining A.O. Smith position as of Q3 2019 after selling out during the quarter.
Gideon Capital Advisors sold 9,261 A.O. Smith shares in Q3 2019, an estimated $437K.
Gideon Capital Advisors first reported a position in A.O. Smith in Q3 2017 and held it in 4 quarters.
Gideon Capital Advisors's A.O. Smith position peaked at $879K in Q3 2018.
451 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2019.

Based on Gideon Capital Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.