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Holistic Financial Partners’s Aon AON Stock Holding History

Holistic Financial Partners’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
-644
Closed -$90K – 54
2018
Q1 		$90K Buy
644
+35
+6% +$4.9K 0.08% 125
2017
Q4 		$82K Buy
+609
New +$86.7K 0.07% 135

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BlackRock
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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

Holistic Financial Partners's AON Position: Q2 2018 in Review

Holistic Financial Partners sold out of Aon (AON) in Q2 2018, closing a stake of 644 shares — an estimated $90K sold.

Holistic Financial Partners first reported a position in AON in Q4 2017 and held it in 2 quarters. The position peaked at $90K in Q1 2018. 632 funds tracked by Wall St. Rank hold AON as of Q2 2018.

  • Holistic Financial Partners reported no remaining Aon position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 644 Aon shares in Q2 2018, an estimated $90K.
  • Holistic Financial Partners first reported a position in Aon in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's Aon position peaked at $90K in Q1 2018.
  • 632 funds tracked by Wall St. Rank held Aon as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.