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Ancora Family Wealth Advisors’s Aon AON Stock Holding History

Ancora Family Wealth Advisors’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
Q3 		$726K Buy
6,450
+800
+14% +$88.2K 0.25% 104
2016
Q2 		$617K Buy
5,650
+3,425
+154% +$362K 0.23% 107
2016
Q1 		$232K Buy
+2,225
New +$208K 0.09% 160

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Ancora Family Wealth Advisors's AON Position: Q3 2016 in Review

Ancora Family Wealth Advisors increased its Aon (AON) stake by 14% in Q3 2016, buying an estimated $88.2K and bringing the position to 6,450 shares worth $726K. The position accounts for 0.25% of the portfolio, ranked #104.

Ancora Family Wealth Advisors first reported a position in AON in Q1 2016 and has held it in 3 quarters since. 525 funds tracked by Wall St. Rank hold AON as of Q3 2016.

  • Ancora Family Wealth Advisors held 6,450 shares of Aon worth $726K as of Q3 2016.
  • Ancora Family Wealth Advisors bought 800 Aon shares in Q3 2016, an estimated $88.2K.
  • Aon made up 0.25% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #104 holding.
  • Ancora Family Wealth Advisors first reported a position in Aon in Q1 2016 and has held it in 3 quarters since.
  • 525 funds tracked by Wall St. Rank held Aon as of Q3 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.