Turner Investments’s A.O. Smith AOS Stock Holding History

Turner Investments’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 Q4	–	Sell	-4,000	Closed	-$238K	–	25
2017 Q3	$238K	Sell	4,000 -19,000	-83%	-$1.07M	1.08%	41
2017 Q2	$1.3M	Buy	23,000 +6,000	+35%	+$324K	0.85%	42
2017 Q1	$870K	Sell	17,000 -7,000	-29%	-$347K	0.56%	69
2016 Q4	$1.14M	Buy	+24,000	New	+$1.16M	0.46%	85

Other funds holding AOS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

PAMU

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Turner Investments's AOS Position: Q4 2017 in Review

Turner Investments sold out of A.O. Smith (AOS) in Q4 2017, closing a stake of 4,000 shares — an estimated $238K sold.

Turner Investments first reported a position in AOS in Q4 2016 and held it in 4 quarters. The position peaked at $1.3M in Q2 2017. 468 funds tracked by Wall St. Rank hold AOS as of Q4 2017.

Turner Investments reported no remaining A.O. Smith position as of Q4 2017 after selling out during the quarter.
Turner Investments sold 4,000 A.O. Smith shares in Q4 2017, an estimated $238K.
Turner Investments first reported a position in A.O. Smith in Q4 2016 and held it in 4 quarters.
Turner Investments's A.O. Smith position peaked at $1.3M in Q2 2017.
468 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2017.

Based on Turner Investments's 13F filing for Q4 2017, filed 2 Feb 2018.