LifePlan Financial Group’s A.O. Smith AOS Stock Holding History

LifePlan Financial Group’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
2019 Q1	–	Sell	-1,650	Closed	-$70K	–	545
2018 Q4	$70K	Hold	1,650	–	–	0.04%	204
2018 Q3	$88K	Hold	1,650	–	–	0.05%	194
2018 Q2	$98K	Hold	1,650	–	–	0.05%	178
2018 Q1	$105K	Buy	+1,650	New	+$106K	0.06%	161

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 $3.37T AUM 44.26% 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

PAMU

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

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

CVA

Ceredex Value Advisors Orlando, Florida $3.55B AUM 50.93% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LifePlan Financial Group's AOS Position: Q1 2019 in Review

LifePlan Financial Group sold out of A.O. Smith (AOS) in Q1 2019, closing a stake of 1,650 shares — an estimated $70K sold.

LifePlan Financial Group first reported a position in AOS in Q1 2018 and held it in 4 quarters. The position peaked at $105K in Q1 2018. 520 funds tracked by Wall St. Rank hold AOS as of Q1 2019.

LifePlan Financial Group reported no remaining A.O. Smith position as of Q1 2019 after selling out during the quarter.
LifePlan Financial Group sold 1,650 A.O. Smith shares in Q1 2019, an estimated $70K.
LifePlan Financial Group first reported a position in A.O. Smith in Q1 2018 and held it in 4 quarters.
LifePlan Financial Group's A.O. Smith position peaked at $105K in Q1 2018.
520 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2019.

Based on LifePlan Financial Group's 13F filing for Q1 2019, filed 8 Apr 2019.