CAM
AON icon

Capstone Asset Management’s Aon AON Stock Holding History

Capstone 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
2017
Q2 		$3.24M Sell
24,374
-223
-0.9% -$28.2K 0.09% 264
2017
Q1 		$2.92M Sell
24,597
-380
-2% -$43.9K 0.08% 291
2016
Q4 		$2.79M Sell
24,977
-500
-2% -$55.7K 0.08% 295
2016
Q3 		$2.87M Buy
25,477
+405
+2% +$44.7K 0.08% 293
2016
Q2 		$2.74M Buy
25,072
+523
+2% +$55.3K 0.08% 289
2016
Q1 		$2.56M Buy
24,549
+1,190
+5% +$112K 0.07% 322
2015
Q4 		$2.15M Buy
23,359
+1,290
+6% +$120K 0.06% 373
2015
Q3 		$1.96M Buy
22,069
+1,130
+5% +$109K 0.06% 375
2015
Q2 		$2.09M Buy
20,939
+997
+5% +$99.8K 0.06% 366
2015
Q1 		$1.92M Buy
19,942
+580
+3% +$56.1K 0.05% 398
2014
Q4 		$1.84M Buy
19,362
+1,185
+7% +$106K 0.05% 403
2014
Q3 		$1.59M Buy
18,177
+190
+1% +$16.6K 0.05% 388
2014
Q2 		$1.62M Sell
17,987
-5,101
-22% -$442K 0.05% 413
2014
Q1 		$1.95M Sell
23,088
-4,640
-17% -$386K 0.06% 366
2013
Q4 		$2.33M Sell
27,728
-18,265
-40% -$1.45M 0.07% 332
2013
Q3 		$3.42M Sell
45,993
-968
-2% -$66.4K 0.08% 274
2013
Q2 		$3.02M Buy
+46,961
New +$2.98M 0.08% 275

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 $298B AUM 21.96% 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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Capstone Asset Management's AON Position: Q2 2017 in Review

Capstone Asset Management reduced its Aon (AON) stake by 0.91% in Q2 2017, selling an estimated $28.2K and leaving 24,374 shares worth $3.24M. The position accounts for 0.09% of the portfolio, ranked #264.

Capstone Asset Management first reported a position in AON in Q2 2013 and has held it in 17 quarters since. The position peaked at $3.42M in Q3 2013. 580 funds tracked by Wall St. Rank hold AON as of Q2 2017.

  • Capstone Asset Management held 24,374 shares of Aon worth $3.24M as of Q2 2017.
  • Capstone Asset Management sold 223 Aon shares in Q2 2017, an estimated $28.2K.
  • Aon made up 0.09% of Capstone Asset Management's portfolio in Q2 2017, its #264 holding.
  • Capstone Asset Management first reported a position in Aon in Q2 2013 and has held it in 17 quarters since.
  • Capstone Asset Management's Aon position peaked at $3.42M in Q3 2013.
  • 580 funds tracked by Wall St. Rank held Aon as of Q2 2017.

Based on Capstone Asset Management's 13F filing for Q2 2017, filed 10 Jul 2017.