Constellation Wealth Advisors’s Aon AON Stock Holding History

Constellation Wealth 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
2015 Q3	–	Sell	-92,502	Closed	-$9.22M	–	88
2015 Q2	$9.22M	Sell	92,502 -923	-1%	-$92.4K	0.78%	28
2015 Q1	$8.98M	Hold	93,425	–	–	0.79%	29
2014 Q4	$8.86M	Hold	93,425	–	–	0.74%	32
2014 Q3	$8.19M	Sell	93,425 -3,400	-4%	-$297K	0.76%	30
2014 Q2	$8.72M	Sell	96,825 -9,175	-9%	-$794K	0.98%	27
2014 Q1	$8.93M	Buy	106,000 +500	+0.5%	+$41.6K	0.87%	30
2013 Q4	$8.85M	Sell	105,500 -2,100	-2%	-$166K	0.85%	25
2013 Q3	$8.01M	Hold	107,600	–	–	0.91%	23
2013 Q2	$6.92M	Buy	+107,600	New	+$6.82M	0.83%	28

Other funds holding AON

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

Constellation Wealth Advisors's AON Position: Q3 2015 in Review

Constellation Wealth Advisors sold out of Aon (AON) in Q3 2015, closing a stake of 92,502 shares — an estimated $9.22M sold.

Constellation Wealth Advisors first reported a position in AON in Q2 2013 and held it in 9 quarters. The position peaked at $9.22M in Q2 2015. 502 funds tracked by Wall St. Rank hold AON as of Q3 2015.

Constellation Wealth Advisors reported no remaining Aon position as of Q3 2015 after selling out during the quarter.
Constellation Wealth Advisors sold 92,502 Aon shares in Q3 2015, an estimated $9.22M.
Constellation Wealth Advisors first reported a position in Aon in Q2 2013 and held it in 9 quarters.
Constellation Wealth Advisors's Aon position peaked at $9.22M in Q2 2015.
502 funds tracked by Wall St. Rank held Aon as of Q3 2015.

Based on Constellation Wealth Advisors's 13F filing for Q3 2015, filed 9 Nov 2015.