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Clearwater Capital Advisors’s Aon AON Stock Holding History

Clearwater Capital 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
2018
Q2 		– Sell
-278
Closed -$39K – 204
2018
Q1 		$39K Buy
+278
New +$38.9K 0.01% 315

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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Clearwater Capital Advisors's AON Position: Q2 2018 in Review

Clearwater Capital Advisors sold out of Aon (AON) in Q2 2018, closing a stake of 278 shares — an estimated $39K sold.

Clearwater Capital Advisors first reported a position in AON in Q1 2018 and held it in 1 quarter. The position peaked at $39K in Q1 2018. 632 funds tracked by Wall St. Rank hold AON as of Q2 2018.

  • Clearwater Capital Advisors reported no remaining Aon position as of Q2 2018 after selling out during the quarter.
  • Clearwater Capital Advisors sold 278 Aon shares in Q2 2018, an estimated $39K.
  • Clearwater Capital Advisors first reported a position in Aon in Q1 2018 and held it in 1 quarter.
  • Clearwater Capital Advisors's Aon position peaked at $39K in Q1 2018.
  • 632 funds tracked by Wall St. Rank held Aon as of Q2 2018.

Based on Clearwater Capital Advisors's 13F filing for Q2 2018, filed 16 Aug 2018.