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

Other funds holding AOS

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Zeke Capital Advisors's AOS Position: Q3 2019 in Review

Zeke Capital Advisors sold out of A.O. Smith (AOS) in Q3 2019, closing a stake of 6,072 shares — an estimated $286K sold.

Zeke Capital Advisors first reported a position in AOS in Q4 2017 and held it in 4 quarters. The position peaked at $331K in Q1 2019. 452 funds tracked by Wall St. Rank hold AOS as of Q3 2019.

Zeke Capital Advisors reported no remaining A.O. Smith position as of Q3 2019 after selling out during the quarter.
Zeke Capital Advisors sold 6,072 A.O. Smith shares in Q3 2019, an estimated $286K.
Zeke Capital Advisors first reported a position in A.O. Smith in Q4 2017 and held it in 4 quarters.
Zeke Capital Advisors's A.O. Smith position peaked at $331K in Q1 2019.
452 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2019.

Based on Zeke Capital Advisors's 13F filing for Q3 2019, filed 18 Oct 2019.