MinichMacGregor Wealth Management’s A.O. Smith AOS Stock Holding History

MinichMacGregor Wealth Management’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	-109	Closed	-$5K	–	115
2018 Q3	$5K	Hold	109	–	–	﹤0.01%	380
2018 Q2	$6K	Hold	109	–	–	﹤0.01%	360
2018 Q1	$6K	Hold	109	–	–	﹤0.01%	352
2017 Q4	$6K	Buy	+109	New	+$6.62K	﹤0.01%	348

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

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

MinichMacGregor Wealth Management's AOS Position: Q4 2018 in Review

MinichMacGregor Wealth Management sold out of A.O. Smith (AOS) in Q4 2018, closing a stake of 109 shares — an estimated $5K sold.

MinichMacGregor Wealth Management first reported a position in AOS in Q4 2017 and held it in 4 quarters. The position peaked at $6K in Q2 2018. 494 funds tracked by Wall St. Rank hold AOS as of Q4 2018.

MinichMacGregor Wealth Management reported no remaining A.O. Smith position as of Q4 2018 after selling out during the quarter.
MinichMacGregor Wealth Management sold 109 A.O. Smith shares in Q4 2018, an estimated $5K.
MinichMacGregor Wealth Management first reported a position in A.O. Smith in Q4 2017 and held it in 4 quarters.
MinichMacGregor Wealth Management's A.O. Smith position peaked at $6K in Q2 2018.
494 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2018, filed 17 Jan 2019.