JFA
AOS icon

JNBA Financial Advisors’s A.O. Smith AOS Stock Holding History

JNBA Financial Advisors’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
-28
Closed -$1K – 526
2016
Q3 		$1K Buy
+28
New +$1.31K ﹤0.01% 1487

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 $1.9T AUM 41.92% 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 $2.9T AUM 29.55% 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 $60.9B AUM 15.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $309B AUM 23.92% 1-Year Est. Return

JNBA Financial Advisors's AOS Position: Q4 2016 in Review

JNBA Financial Advisors sold out of A.O. Smith (AOS) in Q4 2016, closing a stake of 28 shares — an estimated $1K sold.

JNBA Financial Advisors first reported a position in AOS in Q3 2016 and held it in 1 quarter. The position peaked at $1K in Q3 2016. 440 funds tracked by Wall St. Rank hold AOS as of Q4 2016.

  • JNBA Financial Advisors reported no remaining A.O. Smith position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 28 A.O. Smith shares in Q4 2016, an estimated $1K.
  • JNBA Financial Advisors first reported a position in A.O. Smith in Q3 2016 and held it in 1 quarter.
  • JNBA Financial Advisors's A.O. Smith position peaked at $1K in Q3 2016.
  • 440 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2016.

Based on JNBA Financial Advisors's 13F filing for Q4 2016, filed 3 Feb 2017.