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Advocacy Wealth Management Services’s Aon AON Stock Holding History

Advocacy Wealth Management Services’s Portfolio AON Stock Details AON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-202
Closed -$23K – 312
2016
Q3 		$23K Hold
202
– – 0.01% 187
2016
Q2 		$22K Hold
202
– – 0.01% 223
2016
Q1 		$21K Hold
202
– – 0.01% 282
2015
Q4 		$19K Buy
+202
New +$18.8K 0.02% 273

Other funds holding AON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Advocacy Wealth Management Services's AON Position: Q4 2016 in Review

Advocacy Wealth Management Services sold out of Aon (AON) in Q4 2016, closing a stake of 202 shares — an estimated $23K sold.

Advocacy Wealth Management Services first reported a position in AON in Q4 2015 and held it in 4 quarters. The position peaked at $23K in Q3 2016. 580 funds tracked by Wall St. Rank hold AON as of Q4 2016.

  • Advocacy Wealth Management Services reported no remaining Aon position as of Q4 2016 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 202 Aon shares in Q4 2016, an estimated $23K.
  • Advocacy Wealth Management Services first reported a position in Aon in Q4 2015 and held it in 4 quarters.
  • Advocacy Wealth Management Services's Aon position peaked at $23K in Q3 2016.
  • 580 funds tracked by Wall St. Rank held Aon as of Q4 2016.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2016, filed 27 Jan 2017.