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SBIA
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
Shares
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
0.12%
168
2018
Q1
$1M
Buy
15,764
+337
+2%
+$21.7K
0.13%
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
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$91.6B AUM
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1-Year Est. Return
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London, United Kingdom
$14.3B AUM
19.8%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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