SIM
AAON icon

Sonora Investment Management’s Aaon AAON Stock Holding History

Sonora Investment Management’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
2015
Q4 		– Sell
-614
Closed -$8K – 779
2015
Q3 		$8K Buy
+614
New +$8.8K ﹤0.01% 547

Other funds holding AAON

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sonora Investment Management's AAON Position: Q4 2015 in Review

Sonora Investment Management sold out of Aaon (AAON) in Q4 2015, closing a stake of 614 shares — an estimated $8K sold.

Sonora Investment Management first reported a position in AAON in Q3 2015 and held it in 1 quarter. The position peaked at $8K in Q3 2015. 127 funds tracked by Wall St. Rank hold AAON as of Q4 2015.

  • Sonora Investment Management reported no remaining Aaon position as of Q4 2015 after selling out during the quarter.
  • Sonora Investment Management sold 614 Aaon shares in Q4 2015, an estimated $8K.
  • Sonora Investment Management first reported a position in Aaon in Q3 2015 and held it in 1 quarter.
  • Sonora Investment Management's Aaon position peaked at $8K in Q3 2015.
  • 127 funds tracked by Wall St. Rank held Aaon as of Q4 2015.

Based on Sonora Investment Management's 13F filing for Q4 2015, filed 10 Mar 2016.