Wealthfront’s A.O. Smith AOS Stock Holding History

Wealthfront’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 Q3	$398K	Buy	7,464 +169	+2%	+$9.92K	﹤0.01%	407
2018 Q2	$431K	Buy	+7,295	New	+$460K	﹤0.01%	384
2015 Q4	–	Sell	-854	Closed	-$28K	–	338
2015 Q3	$28K	Buy	854 +420	+97%	+$14.4K	﹤0.01%	644
2015 Q2	$16K	Buy	434 +258	+147%	+$8.89K	﹤0.01%	697
2015 Q1	$6K	Buy	176 +174	+8,700%	+$5.29K	﹤0.01%	735
2014 Q4	$0	Buy	+2	New	+$52	﹤0.01%	676

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Wealthfront's AOS Position: Q3 2018 in Review

Wealthfront increased its A.O. Smith (AOS) stake by 2.3% in Q3 2018, buying an estimated $9.92K and bringing the position to 7,464 shares worth $398K. The position accounts for ﹤0.01% of the portfolio, ranked #407.

Wealthfront first reported a position in AOS in Q4 2014 and has held it in 6 quarters since. The position peaked at $431K in Q2 2018. 509 funds tracked by Wall St. Rank hold AOS as of Q3 2018.

Wealthfront held 7,464 shares of A.O. Smith worth $398K as of Q3 2018.
Wealthfront bought 169 A.O. Smith shares in Q3 2018, an estimated $9.92K.
A.O. Smith made up ﹤0.01% of Wealthfront's portfolio in Q3 2018, its #407 holding.
Wealthfront first reported a position in A.O. Smith in Q4 2014 and has held it in 6 quarters since.
Wealthfront's A.O. Smith position peaked at $431K in Q2 2018.
509 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.