NCCM
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Nine Chapters Capital Management’s A.O. Smith AOS Stock Holding History

Nine Chapters Capital 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
2015
Q4 		– Sell
-9,200
Closed -$300K – 40
2015
Q3 		$300K Buy
+9,200
New +$314K 0.03% 725
2014
Q3 		– Sell
-42,400
Closed -$1.05M – 984
2014
Q2 		$1.05M Sell
42,400
-22,600
-35% -$543K 0.09% 326
2014
Q1 		$1.5M Buy
65,000
+20,200
+45% +$492K 0.18% 159
2013
Q4 		$1.21M Buy
+44,800
New +$1.15M 0.12% 247
2013
Q3 		– Sell
-11,200
Closed -$203K – 748
2013
Q2 		$203K Buy
+11,200
New +$209K 0.04% 541

Other funds holding AOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.6B AUM 47.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return