WFG Advisors’s A.O. Smith AOS Stock Holding History

WFG Advisors’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
2013 Q4	–	Sell	-320	Closed	-$7K	–	2223
2013 Q3	$7K	Hold	320	–	–	﹤0.01%	1627
2013 Q2	$6K	Buy	+320	New	+$5.98K	﹤0.01%	1595

Other funds holding AOS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Kalmar Investments Greenville, Delaware $443M AUM 23.5% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

WFG Advisors's AOS Position: Q4 2013 in Review

WFG Advisors sold out of A.O. Smith (AOS) in Q4 2013, closing a stake of 320 shares — an estimated $7K sold.

WFG Advisors first reported a position in AOS in Q2 2013 and held it in 2 quarters. The position peaked at $7K in Q3 2013. 287 funds tracked by Wall St. Rank hold AOS as of Q4 2013.

WFG Advisors reported no remaining A.O. Smith position as of Q4 2013 after selling out during the quarter.
WFG Advisors sold 320 A.O. Smith shares in Q4 2013, an estimated $7K.
WFG Advisors first reported a position in A.O. Smith in Q2 2013 and held it in 2 quarters.
WFG Advisors's A.O. Smith position peaked at $7K in Q3 2013.
287 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2013.

Based on WFG Advisors's 13F filing for Q4 2013, filed 14 Feb 2014.