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Independent Portfolio Consultants’s Aaon AAON Stock Holding History

Independent Portfolio Consultants’s Portfolio AAON Stock Details AAON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-4,965
Closed -$75K – 781
2015
Q2 		$75K Buy
+4,965
New +$78.7K 0.02% 554

Other funds holding AAON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Independent Portfolio Consultants's AAON Position: Q3 2015 in Review

Independent Portfolio Consultants sold out of Aaon (AAON) in Q3 2015, closing a stake of 4,965 shares — an estimated $75K sold.

Independent Portfolio Consultants first reported a position in AAON in Q2 2015 and held it in 1 quarter. The position peaked at $75K in Q2 2015. 122 funds tracked by Wall St. Rank hold AAON as of Q3 2015.

  • Independent Portfolio Consultants reported no remaining Aaon position as of Q3 2015 after selling out during the quarter.
  • Independent Portfolio Consultants sold 4,965 Aaon shares in Q3 2015, an estimated $75K.
  • Independent Portfolio Consultants first reported a position in Aaon in Q2 2015 and held it in 1 quarter.
  • Independent Portfolio Consultants's Aaon position peaked at $75K in Q2 2015.
  • 122 funds tracked by Wall St. Rank held Aaon as of Q3 2015.

Based on Independent Portfolio Consultants's 13F filing for Q3 2015, filed 19 Oct 2015.