Legacy Private Trust’s Aon AON Stock Holding History

Legacy Private Trust’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
2014 Q1	–	Sell	-2,395	Closed	-$201K	–	210
2013 Q4	$201K	Buy	+2,395	New	+$190K	0.04%	194

Other funds holding AON

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

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

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

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

SAM

Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Legacy Private Trust's AON Position: Q1 2014 in Review

Legacy Private Trust sold out of Aon (AON) in Q1 2014, closing a stake of 2,395 shares — an estimated $201K sold.

Legacy Private Trust first reported a position in AON in Q4 2013 and held it in 1 quarter. The position peaked at $201K in Q4 2013. 464 funds tracked by Wall St. Rank hold AON as of Q1 2014.

Legacy Private Trust reported no remaining Aon position as of Q1 2014 after selling out during the quarter.
Legacy Private Trust sold 2,395 Aon shares in Q1 2014, an estimated $201K.
Legacy Private Trust first reported a position in Aon in Q4 2013 and held it in 1 quarter.
Legacy Private Trust's Aon position peaked at $201K in Q4 2013.
464 funds tracked by Wall St. Rank held Aon as of Q1 2014.

Based on Legacy Private Trust's 13F filing for Q1 2014, filed 10 Apr 2014.