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Guardian Capital (Canada)’s A.O. Smith AOS Stock Holding History

Guardian Capital (Canada)’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
2016
Q4 		– Sell
-94,146
Closed -$4.65M – 216
2016
Q3 		$4.65M Buy
94,146
+9,088
+11% +$425K 0.07% 107
2016
Q2 		$3.75M Buy
85,058
+7,502
+10% +$303K 0.06% 112
2016
Q1 		$2.96M Buy
+77,556
New +$2.71M 0.05% 114

Other funds holding AOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Invesco
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Guardian Capital (Canada)'s AOS Position: Q4 2016 in Review

Guardian Capital (Canada) sold out of A.O. Smith (AOS) in Q4 2016, closing a stake of 94,146 shares — an estimated $4.65M sold.

Guardian Capital (Canada) first reported a position in AOS in Q1 2016 and held it in 3 quarters. The position peaked at $4.65M in Q3 2016. 440 funds tracked by Wall St. Rank hold AOS as of Q4 2016.

  • Guardian Capital (Canada) reported no remaining A.O. Smith position as of Q4 2016 after selling out during the quarter.
  • Guardian Capital (Canada) sold 94,146 A.O. Smith shares in Q4 2016, an estimated $4.65M.
  • Guardian Capital (Canada) first reported a position in A.O. Smith in Q1 2016 and held it in 3 quarters.
  • Guardian Capital (Canada)'s A.O. Smith position peaked at $4.65M in Q3 2016.
  • 440 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2016.

Based on Guardian Capital (Canada)'s 13F filing for Q4 2016, filed 14 Feb 2017.