ZCA
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Zeke Capital Advisors’s A.O. Smith AOS Stock Holding History

Zeke Capital 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
2019
Q3 		– Sell
-6,072
Closed -$286K – 554
2019
Q2 		$286K Sell
6,072
-135
-2% -$6.62K 0.03% 481
2019
Q1 		$331K Buy
+6,207
New +$309K 0.03% 450
2018
Q2 		– Sell
-3,317
Closed -$211K – 639
2018
Q1 		$211K Hold
3,317
– – 0.02% 558
2017
Q4 		$203K Buy
+3,317
New +$201K 0.02% 508

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Vanguard Group
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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.6B AUM 47.77% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return