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Virtus Investment Advisers’s A.O. Smith AOS Stock Holding History

Virtus Investment Advisers’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
Q1 		– Sell
-19,750
Closed -$1.21M – 40
2017
Q4 		$1.21M Sell
19,750
-2,379
-11% -$144K 0.13% 191
2017
Q3 		$1.31M Buy
+22,129
New +$1.24M 0.14% 188

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 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
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Virtus Investment Advisers's AOS Position: Q1 2018 in Review

Virtus Investment Advisers sold out of A.O. Smith (AOS) in Q1 2018, closing a stake of 19,750 shares — an estimated $1.21M sold.

Virtus Investment Advisers first reported a position in AOS in Q3 2017 and held it in 2 quarters. The position peaked at $1.31M in Q3 2017. 497 funds tracked by Wall St. Rank hold AOS as of Q1 2018.

  • Virtus Investment Advisers reported no remaining A.O. Smith position as of Q1 2018 after selling out during the quarter.
  • Virtus Investment Advisers sold 19,750 A.O. Smith shares in Q1 2018, an estimated $1.21M.
  • Virtus Investment Advisers first reported a position in A.O. Smith in Q3 2017 and held it in 2 quarters.
  • Virtus Investment Advisers's A.O. Smith position peaked at $1.31M in Q3 2017.
  • 497 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2018.

Based on Virtus Investment Advisers's 13F filing for Q1 2018, filed 15 May 2018.