Robert N. Shapiro’s A.O. Smith AOS Stock Holding History

Robert N. Shapiro’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
2013 Q4	–	Sell	-2,840	Closed	-$64K	–	767
2013 Q3	$64K	Sell	2,840 -920	-24%	-$19.2K	0.01%	522
2013 Q2	$68K	Buy	+3,760	New	+$70.3K	0.01%	476

Other funds holding AOS

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Kalmar Investments Greenville, Delaware $443M AUM 23.5% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Robert N. Shapiro's AOS Position: Q4 2013 in Review

Robert N. Shapiro sold out of A.O. Smith (AOS) in Q4 2013, closing a stake of 2,840 shares — an estimated $64K sold.

Robert N. Shapiro first reported a position in AOS in Q2 2013 and held it in 2 quarters. The position peaked at $68K in Q2 2013. 287 funds tracked by Wall St. Rank hold AOS as of Q4 2013.

Robert N. Shapiro reported no remaining A.O. Smith position as of Q4 2013 after selling out during the quarter.
Robert N. Shapiro sold 2,840 A.O. Smith shares in Q4 2013, an estimated $64K.
Robert N. Shapiro first reported a position in A.O. Smith in Q2 2013 and held it in 2 quarters.
Robert N. Shapiro's A.O. Smith position peaked at $68K in Q2 2013.
287 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2013.

Based on Robert N. Shapiro's 13F filing for Q4 2013, filed 6 Feb 2014.