WealthTrust-Arizona’s A.O. Smith AOS Stock Holding History

WealthTrust-Arizona’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 Q2	–	Sell	-84	Closed	-$4K	–	634
2017 Q1	$4K	Hold	84	–	–	﹤0.01%	481
2016 Q4	$4K	Buy	+84	New	+$4.05K	﹤0.01%	486

Other funds holding AOS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

WealthTrust-Arizona's AOS Position: Q2 2017 in Review

WealthTrust-Arizona sold out of A.O. Smith (AOS) in Q2 2017, closing a stake of 84 shares — an estimated $4K sold.

WealthTrust-Arizona first reported a position in AOS in Q4 2016 and held it in 2 quarters. The position peaked at $4K in Q1 2017. 429 funds tracked by Wall St. Rank hold AOS as of Q2 2017.

WealthTrust-Arizona reported no remaining A.O. Smith position as of Q2 2017 after selling out during the quarter.
WealthTrust-Arizona sold 84 A.O. Smith shares in Q2 2017, an estimated $4K.
WealthTrust-Arizona first reported a position in A.O. Smith in Q4 2016 and held it in 2 quarters.
WealthTrust-Arizona's A.O. Smith position peaked at $4K in Q1 2017.
429 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2017.

Based on WealthTrust-Arizona's 13F filing for Q2 2017, filed 21 Jul 2017.