IBEX Wealth Advisors’s Aon AON Stock Holding History

IBEX 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
2017 Q1	–	Sell	-64	Closed	-$7K	–	91
2016 Q4	$7K	Buy	+64	New	+$7.13K	﹤0.01%	329

Other funds holding AON

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

IBEX Wealth Advisors's AON Position: Q1 2017 in Review

IBEX Wealth Advisors sold out of Aon (AON) in Q1 2017, closing a stake of 64 shares — an estimated $7K sold.

IBEX Wealth Advisors first reported a position in AON in Q4 2016 and held it in 1 quarter. The position peaked at $7K in Q4 2016. 546 funds tracked by Wall St. Rank hold AON as of Q1 2017.

IBEX Wealth Advisors reported no remaining Aon position as of Q1 2017 after selling out during the quarter.
IBEX Wealth Advisors sold 64 Aon shares in Q1 2017, an estimated $7K.
IBEX Wealth Advisors first reported a position in Aon in Q4 2016 and held it in 1 quarter.
IBEX Wealth Advisors's Aon position peaked at $7K in Q4 2016.
546 funds tracked by Wall St. Rank held Aon as of Q1 2017.

Based on IBEX Wealth Advisors's 13F filing for Q1 2017, filed 25 May 2017.