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Integrated Investment Consultants’s A.O. Smith AOS Stock Holding History

Integrated Investment Consultants’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
2018
Q2 		– Sell
-1,230
Closed -$78K – 198
2018
Q1 		$78K Buy
+1,230
New +$79.3K 0.03% 366

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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Integrated Investment Consultants's AOS Position: Q2 2018 in Review

Integrated Investment Consultants sold out of A.O. Smith (AOS) in Q2 2018, closing a stake of 1,230 shares — an estimated $78K sold.

Integrated Investment Consultants first reported a position in AOS in Q1 2018 and held it in 1 quarter. The position peaked at $78K in Q1 2018. 499 funds tracked by Wall St. Rank hold AOS as of Q2 2018.

  • Integrated Investment Consultants reported no remaining A.O. Smith position as of Q2 2018 after selling out during the quarter.
  • Integrated Investment Consultants sold 1,230 A.O. Smith shares in Q2 2018, an estimated $78K.
  • Integrated Investment Consultants first reported a position in A.O. Smith in Q1 2018 and held it in 1 quarter.
  • Integrated Investment Consultants's A.O. Smith position peaked at $78K in Q1 2018.
  • 499 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2018.

Based on Integrated Investment Consultants's 13F filing for Q2 2018, filed 1 Aug 2018.