Mosaic Family Wealth’s A.O. Smith AOS Stock Holding History

Mosaic Family Wealth’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 Q2	–	Sell	-46	Closed	-$2K	–	191
2019 Q1	$2K	Buy	+46	New	+$2.29K	﹤0.01%	634
2017 Q4	–	Sell	-40	Closed	-$2K	–	688
2017 Q3	$2K	Buy	+40	New	+$2.24K	﹤0.01%	823

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

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

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 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

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Mosaic Family Wealth's AOS Position: Q2 2019 in Review

Mosaic Family Wealth sold out of A.O. Smith (AOS) in Q2 2019, closing a stake of 46 shares — an estimated $2K sold.

Mosaic Family Wealth first reported a position in AOS in Q3 2017 and held it in 2 quarters. The position peaked at $2K in Q1 2019. 479 funds tracked by Wall St. Rank hold AOS as of Q2 2019.

Mosaic Family Wealth reported no remaining A.O. Smith position as of Q2 2019 after selling out during the quarter.
Mosaic Family Wealth sold 46 A.O. Smith shares in Q2 2019, an estimated $2K.
Mosaic Family Wealth first reported a position in A.O. Smith in Q3 2017 and held it in 2 quarters.
Mosaic Family Wealth's A.O. Smith position peaked at $2K in Q1 2019.
479 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.