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Wellington Shields Capital Management’s A.O. Smith AOS Stock Holding History

Wellington Shields Capital Management’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
-4,000
Closed -$245K – 328
2017
Q4 		$245K Buy
+4,000
New +$243K 0.04% 296

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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

Wellington Shields Capital Management's AOS Position: Q1 2018 in Review

Wellington Shields Capital Management sold out of A.O. Smith (AOS) in Q1 2018, closing a stake of 4,000 shares — an estimated $245K sold.

Wellington Shields Capital Management first reported a position in AOS in Q4 2017 and held it in 1 quarter. The position peaked at $245K in Q4 2017. 497 funds tracked by Wall St. Rank hold AOS as of Q1 2018.

  • Wellington Shields Capital Management reported no remaining A.O. Smith position as of Q1 2018 after selling out during the quarter.
  • Wellington Shields Capital Management sold 4,000 A.O. Smith shares in Q1 2018, an estimated $245K.
  • Wellington Shields Capital Management first reported a position in A.O. Smith in Q4 2017 and held it in 1 quarter.
  • Wellington Shields Capital Management's A.O. Smith position peaked at $245K in Q4 2017.
  • 497 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2018.

Based on Wellington Shields Capital Management's 13F filing for Q1 2018, filed 3 May 2018.