Rational Advisors’s Aaon AAON Stock Holding History

Rational Advisors’s Portfolio AAON Stock Details AAON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-9,000	Closed	-$212K	–	301
2017 Q1	$212K	Sell	9,000 -21,000	-70%	-$482K	0.14%	162
2016 Q4	$661K	Sell	30,000 -3,000	-9%	-$62.6K	0.63%	57
2016 Q3	$634K	Hold	33,000	–	–	0.42%	94
2016 Q2	$605K	Hold	33,000	–	–	0.42%	71
2016 Q1	$616K	Buy	+33,000	New	+$505K	0.4%	61

Other funds holding AAON

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Rational Advisors's AAON Position: Q2 2017 in Review

Rational Advisors sold out of Aaon (AAON) in Q2 2017, closing a stake of 9,000 shares — an estimated $212K sold.

Rational Advisors first reported a position in AAON in Q1 2016 and held it in 5 quarters. The position peaked at $661K in Q4 2016. 146 funds tracked by Wall St. Rank hold AAON as of Q2 2017.

Rational Advisors reported no remaining Aaon position as of Q2 2017 after selling out during the quarter.
Rational Advisors sold 9,000 Aaon shares in Q2 2017, an estimated $212K.
Rational Advisors first reported a position in Aaon in Q1 2016 and held it in 5 quarters.
Rational Advisors's Aaon position peaked at $661K in Q4 2016.
146 funds tracked by Wall St. Rank held Aaon as of Q2 2017.

Based on Rational Advisors's 13F filing for Q2 2017, filed 2 Aug 2017.