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Jaffetilchin Investment Partners’s A.O. Smith AOS Stock Holding History

Jaffetilchin Investment Partners’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
2017
Q4 		– Sell
-7,372
Closed -$438K – 231
2017
Q3 		$438K Hold
7,372
– – 0.1% 178
2017
Q2 		$415K Sell
7,372
-4,514
-38% -$244K 0.14% 126
2017
Q1 		$608K Sell
11,886
-6,154
-34% -$305K 0.15% 111
2016
Q4 		$854K Sell
18,040
-5,060
-22% -$244K 0.25% 64
2016
Q3 		$1.14M Buy
23,100
+13,034
+129% +$609K 0.36% 41
2016
Q2 		$443K Buy
10,066
+902
+10% +$36.4K 0.13% 116
2016
Q1 		$350K Buy
9,164
+1,224
+15% +$42.8K 0.11% 118
2015
Q4 		$304K Sell
7,940
-15,088
-66% -$569K 0.1% 152
2015
Q3 		$751K Buy
+23,028
New +$787K 0.28% 62
2014
Q1 		– Sell
-28,310
Closed -$764K – 189
2013
Q4 		$764K Buy
28,310
+9,524
+51% +$244K 0.38% 63
2013
Q3 		$425K Buy
18,786
+62
+0.3% +$1.3K 0.25% 87
2013
Q2 		$340K Buy
+18,724
New +$350K 0.24% 111

Other funds holding AOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Jaffetilchin Investment Partners's AOS Position: Q4 2017 in Review

Jaffetilchin Investment Partners sold out of A.O. Smith (AOS) in Q4 2017, closing a stake of 7,372 shares — an estimated $438K sold.

Jaffetilchin Investment Partners first reported a position in AOS in Q2 2013 and held it in 12 quarters. The position peaked at $1.14M in Q3 2016. 468 funds tracked by Wall St. Rank hold AOS as of Q4 2017.

  • Jaffetilchin Investment Partners reported no remaining A.O. Smith position as of Q4 2017 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 7,372 A.O. Smith shares in Q4 2017, an estimated $438K.
  • Jaffetilchin Investment Partners first reported a position in A.O. Smith in Q2 2013 and held it in 12 quarters.
  • Jaffetilchin Investment Partners's A.O. Smith position peaked at $1.14M in Q3 2016.
  • 468 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2017.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2017, filed 10 Jan 2018.