Gupta Wealth Management’s A.O. Smith AOS Stock Holding History

Gupta Wealth Management’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 Q1	$37K	Hold	974	–	–	0.01%	497
2015 Q4	$37K	Hold	974	–	–	0.01%	489
2015 Q3	$32K	Hold	974	–	–	0.01%	545
2015 Q2	$35K	Buy	974 +368	+61%	+$12.7K	0.01%	552
2015 Q1	$20K	Buy	+606	New	+$18.4K	0.01%	595

Other funds holding AOS

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 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

PAMU

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

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

Gupta Wealth Management's AOS Position: Q1 2016 in Review

Gupta Wealth Management held its A.O. Smith (AOS) position steady in Q1 2016 at 974 shares worth $37K. The position accounts for 0.01% of the portfolio, ranked #497.

Gupta Wealth Management first reported a position in AOS in Q1 2015 and has held it in 5 quarters since. 368 funds tracked by Wall St. Rank hold AOS as of Q1 2016.

Gupta Wealth Management held 974 shares of A.O. Smith worth $37K as of Q1 2016.
Gupta Wealth Management left its A.O. Smith share count unchanged in Q1 2016.
A.O. Smith made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #497 holding.
Gupta Wealth Management first reported a position in A.O. Smith in Q1 2015 and has held it in 5 quarters since.
368 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.