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Avantax Planning Partners’s Aon AON Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-205
Closed -$32K – 327
2018
Q3 		$32K Buy
+205
New +$30K ﹤0.01% 584
2018
Q2 		– Sell
-211
Closed -$30K – 307
2018
Q1 		$30K Buy
+211
New +$29.6K ﹤0.01% 645

Other funds holding AON

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Avantax Planning Partners's AON Position: Q4 2018 in Review

Avantax Planning Partners sold out of Aon (AON) in Q4 2018, closing a stake of 205 shares — an estimated $32K sold.

Avantax Planning Partners first reported a position in AON in Q1 2018 and held it in 2 quarters. The position peaked at $32K in Q3 2018. 688 funds tracked by Wall St. Rank hold AON as of Q4 2018.

  • Avantax Planning Partners reported no remaining Aon position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 205 Aon shares in Q4 2018, an estimated $32K.
  • Avantax Planning Partners first reported a position in Aon in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Aon position peaked at $32K in Q3 2018.
  • 688 funds tracked by Wall St. Rank held Aon as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.