Legacy Advisors’s A.O. Smith AOS Stock Holding History

Legacy 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
2018 Q4	–	Sell	-107	Closed	-$6K	–	131
2018 Q3	$6K	Buy	+107	New	+$6.28K	﹤0.01%	392
2018 Q1	–	Sell	-204	Closed	-$12K	–	387
2017 Q4	$12K	Buy	+204	New	+$12.4K	0.01%	237

Other funds holding AOS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Legacy Advisors's AOS Position: Q4 2018 in Review

Legacy Advisors sold out of A.O. Smith (AOS) in Q4 2018, closing a stake of 107 shares — an estimated $6K sold.

Legacy Advisors first reported a position in AOS in Q4 2017 and held it in 2 quarters. The position peaked at $12K in Q4 2017. 494 funds tracked by Wall St. Rank hold AOS as of Q4 2018.

Legacy Advisors reported no remaining A.O. Smith position as of Q4 2018 after selling out during the quarter.
Legacy Advisors sold 107 A.O. Smith shares in Q4 2018, an estimated $6K.
Legacy Advisors first reported a position in A.O. Smith in Q4 2017 and held it in 2 quarters.
Legacy Advisors's A.O. Smith position peaked at $12K in Q4 2017.
494 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2018.

Based on Legacy Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.