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Kanaly Trust’s A.O. Smith AOS Stock Holding History

Kanaly Trust’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 		$19K Buy
404
+376
+1,343% +$18.1K ﹤0.01% 429
2016
Q3 		$1K Hold
28
– – ﹤0.01% 839
2016
Q2 		$1K Buy
+28
New +$1.13K ﹤0.01% 829

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

Kanaly Trust's AOS Position: Q4 2016 in Review

Kanaly Trust increased its A.O. Smith (AOS) stake by 1,343% in Q4 2016, buying an estimated $18.1K and bringing the position to 404 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #429.

Kanaly Trust first reported a position in AOS in Q2 2016 and has held it in 3 quarters since. 440 funds tracked by Wall St. Rank hold AOS as of Q4 2016.

  • Kanaly Trust held 404 shares of A.O. Smith worth $19K as of Q4 2016.
  • Kanaly Trust bought 376 A.O. Smith shares in Q4 2016, an estimated $18.1K.
  • A.O. Smith made up ﹤0.01% of Kanaly Trust's portfolio in Q4 2016, its #429 holding.
  • Kanaly Trust first reported a position in A.O. Smith in Q2 2016 and has held it in 3 quarters since.
  • 440 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.