Loring Wolcott & Coolidge Fiduciary Advisors’s A.O. Smith AOS Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2019 Q3	–	Sell	-65	Closed	-$3K	–	676
2019 Q2	$3K	Sell	65 -175	-73%	-$8.58K	﹤0.01%	636
2019 Q1	$13K	Sell	240 -1,020	-81%	-$50.7K	﹤0.01%	544
2018 Q4	$54K	Sell	1,260 -1,055	-46%	-$48.5K	﹤0.01%	398
2018 Q3	$124K	Buy	2,315 +180	+8%	+$10.6K	﹤0.01%	324
2018 Q2	$126K	Buy	2,135 +365	+21%	+$23K	﹤0.01%	329
2018 Q1	$113K	Buy	1,770 +375	+27%	+$24.2K	﹤0.01%	352
2017 Q4	$85K	Buy	1,395 +255	+22%	+$15.5K	﹤0.01%	378
2017 Q3	$68K	Buy	+1,140	New	+$63.9K	﹤0.01%	397

Other funds holding AOS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

PAMU

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's AOS Position: Q3 2019 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of A.O. Smith (AOS) in Q3 2019, closing a stake of 65 shares — an estimated $3K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in AOS in Q3 2017 and held it in 8 quarters. The position peaked at $126K in Q2 2018. 450 funds tracked by Wall St. Rank hold AOS as of Q3 2019.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining A.O. Smith position as of Q3 2019 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 65 A.O. Smith shares in Q3 2019, an estimated $3K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in A.O. Smith in Q3 2017 and held it in 8 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's A.O. Smith position peaked at $126K in Q2 2018.
450 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2019.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.