Cavalier Investments’s Aon AON Stock Holding History

Cavalier Investments’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	-1,983	Closed	-$223K	–	124
2016 Q3	$223K	Buy	+1,983	New	+$219K	0.14%	111

Other funds holding AON

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

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

Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Cavalier Investments's AON Position: Q4 2016 in Review

Cavalier Investments sold out of Aon (AON) in Q4 2016, closing a stake of 1,983 shares — an estimated $223K sold.

Cavalier Investments first reported a position in AON in Q3 2016 and held it in 1 quarter. The position peaked at $223K in Q3 2016. 580 funds tracked by Wall St. Rank hold AON as of Q4 2016.

Cavalier Investments reported no remaining Aon position as of Q4 2016 after selling out during the quarter.
Cavalier Investments sold 1,983 Aon shares in Q4 2016, an estimated $223K.
Cavalier Investments first reported a position in Aon in Q3 2016 and held it in 1 quarter.
Cavalier Investments's Aon position peaked at $223K in Q3 2016.
580 funds tracked by Wall St. Rank held Aon as of Q4 2016.

Based on Cavalier Investments's 13F filing for Q4 2016, filed 3 Feb 2017.