Santa Fe Partners’s A.O. Smith AOS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-21,706	Closed	-$513K	–	484
2014 Q3	$513K	Sell	21,706 -10,814	-33%	-$256K	0.08%	379
2014 Q2	$806K	Buy	+32,520	New	+$806K	0.12%	302