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R&F Capital Advisors’s A.O. Smith AOS Stock Holding History

R&F Capital 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
Q1 		$856K Buy
16,728
+8,154
+95% +$405K 0.22% 126
2016
Q4 		$406K Buy
+8,574
New +$414K 0.14% 225

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
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

R&F Capital Advisors's AOS Position: Q1 2017 in Review

R&F Capital Advisors increased its A.O. Smith (AOS) stake by 95% in Q1 2017, buying an estimated $405K and bringing the position to 16,728 shares worth $856K. The position accounts for 0.22% of the portfolio, ranked #126.

R&F Capital Advisors first reported a position in AOS in Q4 2016 and has held it in 2 quarters since. 431 funds tracked by Wall St. Rank hold AOS as of Q1 2017.

  • R&F Capital Advisors held 16,728 shares of A.O. Smith worth $856K as of Q1 2017.
  • R&F Capital Advisors bought 8,154 A.O. Smith shares in Q1 2017, an estimated $405K.
  • A.O. Smith made up 0.22% of R&F Capital Advisors's portfolio in Q1 2017, its #126 holding.
  • R&F Capital Advisors first reported a position in A.O. Smith in Q4 2016 and has held it in 2 quarters since.
  • 431 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2017.

Based on R&F Capital Advisors's 13F filing for Q1 2017, filed 15 May 2017.