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Spot Trading’s A.O. Smith AOS Stock Holding History

Spot Trading’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
2017
Q3 		$353K Sell
5,936
-1,526
-20% -$85.6K 0.01% 1871
2017
Q2 		$420K Buy
+7,462
New +$403K 0.01% 1733
2016
Q3 		– Sell
-13,934
Closed -$651K – 3042
2016
Q2 		$614K Sell
13,934
-7,984
-36% -$322K 0.01% 1468
2016
Q1 		$836K Sell
21,918
-7,428
-25% -$260K 0.01% 1219
2015
Q4 		$1.12M Sell
29,346
-13,232
-31% -$499K 0.01% 1360
2015
Q3 		$1.39M Buy
+42,578
New +$1.46M 0.01% 1334
2014
Q1 		– Sell
-3,600
Closed -$97K – 4163
2013
Q4 		$97K Buy
+3,600
New +$92.2K ﹤0.01% 3313

Other funds holding AOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Spot Trading's AOS Position: Q3 2017 in Review

Spot Trading reduced its A.O. Smith (AOS) stake by 20% in Q3 2017, selling an estimated $85.6K and leaving 5,936 shares worth $353K. The position accounts for 0.01% of the portfolio, ranked #1871.

Spot Trading first reported a position in AOS in Q4 2013 and has held it in 7 quarters since. The position peaked at $1.39M in Q3 2015. 446 funds tracked by Wall St. Rank hold AOS as of Q3 2017.

  • Spot Trading held 5,936 shares of A.O. Smith worth $353K as of Q3 2017.
  • Spot Trading sold 1,526 A.O. Smith shares in Q3 2017, an estimated $85.6K.
  • A.O. Smith made up 0.01% of Spot Trading's portfolio in Q3 2017, its #1871 holding.
  • Spot Trading first reported a position in A.O. Smith in Q4 2013 and has held it in 7 quarters since.
  • Spot Trading's A.O. Smith position peaked at $1.39M in Q3 2015.
  • 446 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2017.

Based on Spot Trading's 13F filing for Q3 2017, filed 6 Nov 2017.