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Bruderman Asset Management’s Aon AON Stock Holding History

Bruderman Asset Management’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
2019
Q2 		– Sell
-180
Closed -$31K – 136
2019
Q1 		$31K Sell
180
-88
-33% -$14.3K 0.01% 321
2018
Q4 		$39K Hold
268
– – 0.01% 264
2018
Q3 		$41K Sell
268
-705
-72% -$103K 0.01% 207
2018
Q2 		$133K Sell
973
-133
-12% -$18.7K 0.03% 133
2018
Q1 		$155K Sell
1,106
-451
-29% -$63.2K 0.04% 139
2017
Q4 		$209K Buy
1,557
+2
+0.1% +$285 0.05% 117
2017
Q3 		$227K Sell
1,555
-168
-10% -$23.4K 0.06% 113
2017
Q2 		$229K Buy
1,723
+3
+0.2% +$379 0.06% 110
2017
Q1 		$204K Buy
1,720
+2
+0.1% +$231 0.06% 111
2016
Q4 		$192K Sell
1,718
-2,670
-61% -$298K 0.06% 115
2016
Q3 		$494K Sell
4,388
-7,442
-63% -$821K 0.15% 88
2016
Q2 		$1.29M Sell
11,830
-971
-8% -$103K 0.4% 52
2016
Q1 		$1.34M Sell
12,801
-936
-7% -$87.7K 0.46% 49
2015
Q4 		$1.27M Sell
13,737
-1,373
-9% -$128K 0.48% 47
2015
Q3 		$1.34M Buy
15,110
+7,665
+103% +$742K 0.53% 46
2015
Q2 		$742K Buy
+7,445
New +$745K 0.28% 61

Other funds holding AON

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 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

Bruderman Asset Management's AON Position: Q2 2019 in Review

Bruderman Asset Management sold out of Aon (AON) in Q2 2019, closing a stake of 180 shares — an estimated $31K sold.

Bruderman Asset Management first reported a position in AON in Q2 2015 and held it in 16 quarters. The position peaked at $1.34M in Q3 2015. 696 funds tracked by Wall St. Rank hold AON as of Q2 2019.

  • Bruderman Asset Management reported no remaining Aon position as of Q2 2019 after selling out during the quarter.
  • Bruderman Asset Management sold 180 Aon shares in Q2 2019, an estimated $31K.
  • Bruderman Asset Management first reported a position in Aon in Q2 2015 and held it in 16 quarters.
  • Bruderman Asset Management's Aon position peaked at $1.34M in Q3 2015.
  • 696 funds tracked by Wall St. Rank held Aon as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.