Homrich & Berg’s Aon AON Stock Holding History

Homrich & Berg’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 Q4	–	Sell	-3,318	Closed	-$485K	–	341
2017 Q3	$485K	Buy	+3,318	New	+$463K	0.04%	194

Other funds holding AON

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Homrich & Berg's AON Position: Q4 2017 in Review

Homrich & Berg sold out of Aon (AON) in Q4 2017, closing a stake of 3,318 shares — an estimated $485K sold.

Homrich & Berg first reported a position in AON in Q3 2017 and held it in 1 quarter. The position peaked at $485K in Q3 2017. 636 funds tracked by Wall St. Rank hold AON as of Q4 2017.

Homrich & Berg reported no remaining Aon position as of Q4 2017 after selling out during the quarter.
Homrich & Berg sold 3,318 Aon shares in Q4 2017, an estimated $485K.
Homrich & Berg first reported a position in Aon in Q3 2017 and held it in 1 quarter.
Homrich & Berg's Aon position peaked at $485K in Q3 2017.
636 funds tracked by Wall St. Rank held Aon as of Q4 2017.

Based on Homrich & Berg's 13F filing for Q4 2017, filed 9 Feb 2018.