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Copeland Capital Management’s Aon AON Stock Holding History

Copeland Capital 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 		– Sell
-2,662
Closed -$310K – 131
2017
Q1 		$310K Sell
2,662
-1,233
-32% -$142K 0.02% 125
2016
Q4 		$434K Buy
+3,895
New +$434K 0.03% 130

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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

Copeland Capital Management's AON Position: Q2 2017 in Review

Copeland Capital Management sold out of Aon (AON) in Q2 2017, closing a stake of 2,662 shares — an estimated $310K sold.

Copeland Capital Management first reported a position in AON in Q4 2016 and held it in 2 quarters. The position peaked at $434K in Q4 2016. 580 funds tracked by Wall St. Rank hold AON as of Q2 2017.

  • Copeland Capital Management reported no remaining Aon position as of Q2 2017 after selling out during the quarter.
  • Copeland Capital Management sold 2,662 Aon shares in Q2 2017, an estimated $310K.
  • Copeland Capital Management first reported a position in Aon in Q4 2016 and held it in 2 quarters.
  • Copeland Capital Management's Aon position peaked at $434K in Q4 2016.
  • 580 funds tracked by Wall St. Rank held Aon as of Q2 2017.

Based on Copeland Capital Management's 13F filing for Q2 2017, filed 21 Jul 2017.