OMCS
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Old Mutual Customised Solutions’s A.O. Smith AOS Stock Holding History

Old Mutual Customised Solutions’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 		$379K Hold
6,400
– – 0.04% 449
2018
Q1 		$407K Hold
6,400
– – 0.04% 431
2017
Q4 		$392K Buy
6,400
+1,100
+21% +$66.8K 0.04% 442
2017
Q3 		$315K Hold
5,300
– – 0.04% 435
2017
Q2 		$299K Buy
5,300
+1,600
+43% +$86.4K 0.04% 450
2017
Q1 		$189K Hold
3,700
– – 0.03% 531
2016
Q4 		$175K Buy
3,700
+1,300
+54% +$62.7K 0.03% 532
2016
Q3 		$119K Hold
2,400
– – 0.03% 525
2016
Q2 		$106K Buy
+2,400
New +$96.9K 0.03% 606
2013
Q3 		– Sell
-2,000
Closed -$36K – 800
2013
Q2 		$36K Buy
+2,000
New +$37.4K 0.01% 823

Other funds holding AOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.6B AUM 47.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return