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Mountain Capital Investment Advisors’s A.O. Smith AOS Stock Holding History

Mountain Capital Investment 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
2017
Q4 		– Sell
-33
Closed -$2K – 57
2017
Q3 		$2K Sell
33
-2,170
-99% -$122K ﹤0.01% 413
2017
Q2 		$124K Buy
+2,203
New +$119K 0.12% 62

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mountain Capital Investment Advisors's AOS Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of A.O. Smith (AOS) in Q4 2017, closing a stake of 33 shares — an estimated $2K sold.

Mountain Capital Investment Advisors first reported a position in AOS in Q2 2017 and held it in 2 quarters. The position peaked at $124K in Q2 2017. 468 funds tracked by Wall St. Rank hold AOS as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining A.O. Smith position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 33 A.O. Smith shares in Q4 2017, an estimated $2K.
  • Mountain Capital Investment Advisors first reported a position in A.O. Smith in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's A.O. Smith position peaked at $124K in Q2 2017.
  • 468 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.