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Gupta Wealth Management’s Aon AON Stock Holding History

Gupta Wealth 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
2016
Q1 		$5K Sell
49
-64
-57% -$6K ﹤0.01% 958
2015
Q4 		$10K Hold
113
– – ﹤0.01% 873
2015
Q3 		$10K Sell
113
-30
-21% -$2.9K ﹤0.01% 900
2015
Q2 		$14K Buy
143
+69
+93% +$6.91K ﹤0.01% 822
2015
Q1 		$7K Buy
+74
New +$7.16K ﹤0.01% 821

Other funds holding AON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return

Gupta Wealth Management's AON Position: Q1 2016 in Review

Gupta Wealth Management reduced its Aon (AON) stake by 57% in Q1 2016, selling an estimated $6K and leaving 49 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #958.

Gupta Wealth Management first reported a position in AON in Q1 2015 and has held it in 5 quarters since. The position peaked at $14K in Q2 2015. 503 funds tracked by Wall St. Rank hold AON as of Q1 2016.

  • Gupta Wealth Management held 49 shares of Aon worth $5K as of Q1 2016.
  • Gupta Wealth Management sold 64 Aon shares in Q1 2016, an estimated $6K.
  • Aon made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #958 holding.
  • Gupta Wealth Management first reported a position in Aon in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Aon position peaked at $14K in Q2 2015.
  • 503 funds tracked by Wall St. Rank held Aon as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.