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McKinley Carter Wealth Services’s A.O. Smith AOS Stock Holding History

McKinley Carter Wealth Services’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
Q2 		– Sell
-456
Closed -$29K – 169
2018
Q1 		$29K Buy
+456
New +$29.4K 0.01% 303

Other funds holding AOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

McKinley Carter Wealth Services's AOS Position: Q2 2018 in Review

McKinley Carter Wealth Services sold out of A.O. Smith (AOS) in Q2 2018, closing a stake of 456 shares — an estimated $29K sold.

McKinley Carter Wealth Services first reported a position in AOS in Q1 2018 and held it in 1 quarter. The position peaked at $29K in Q1 2018. 499 funds tracked by Wall St. Rank hold AOS as of Q2 2018.

  • McKinley Carter Wealth Services reported no remaining A.O. Smith position as of Q2 2018 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 456 A.O. Smith shares in Q2 2018, an estimated $29K.
  • McKinley Carter Wealth Services first reported a position in A.O. Smith in Q1 2018 and held it in 1 quarter.
  • McKinley Carter Wealth Services's A.O. Smith position peaked at $29K in Q1 2018.
  • 499 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2018.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2018, filed 7 Dec 2018.