Sheaff Brock Investment Advisors’s A.O. Smith AOS Stock Holding History

Sheaff Brock Investment 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
2018 Q3	–	Sell	-15,742	Closed	-$931K	–	529
2018 Q2	$931K	Sell	15,742 -22	-0.1%	-$1.39K	0.09%	168
2018 Q1	$1M	Buy	15,764 +337	+2%	+$21.7K	0.1%	146
2017 Q4	$945K	Sell	15,427 -266	-2%	-$16.1K	0.12%	161
2017 Q3	$933K	Sell	15,693 -2,004	-11%	-$112K	0.12%	154
2017 Q2	$997K	Buy	17,697 +468	+3%	+$25.3K	0.13%	152
2017 Q1	$881K	Sell	17,229 -2,442	-12%	-$121K	0.11%	172
2016 Q4	$931K	Buy	19,671 +487	+3%	+$23.5K	0.12%	173
2016 Q3	$948K	Sell	19,184 -6,786	-26%	-$317K	0.13%	156
2016 Q2	$1.14M	Buy	+25,970	New	+$1.05M	0.15%	151
2016 Q1	–	Sell	-44,522	Closed	-$1.71M	–	631
2015 Q4	$1.71M	Buy	+44,522	New	+$1.68M	0.19%	126

Other funds holding AOS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Sheaff Brock Investment Advisors's AOS Position: Q3 2018 in Review

Sheaff Brock Investment Advisors sold out of A.O. Smith (AOS) in Q3 2018, closing a stake of 15,742 shares — an estimated $931K sold.

Sheaff Brock Investment Advisors first reported a position in AOS in Q4 2015 and held it in 10 quarters. The position peaked at $1.71M in Q4 2015. 508 funds tracked by Wall St. Rank hold AOS as of Q3 2018.

Sheaff Brock Investment Advisors reported no remaining A.O. Smith position as of Q3 2018 after selling out during the quarter.
Sheaff Brock Investment Advisors sold 15,742 A.O. Smith shares in Q3 2018, an estimated $931K.
Sheaff Brock Investment Advisors first reported a position in A.O. Smith in Q4 2015 and held it in 10 quarters.
Sheaff Brock Investment Advisors's A.O. Smith position peaked at $1.71M in Q4 2015.
508 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2018.

Based on Sheaff Brock Investment Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.