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M Holdings Securities’s Aon AON Stock Holding History

M Holdings Securities’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
Q4 		– Sell
-1,650
Closed -$254K – 331
2018
Q3 		$254K Buy
1,650
+104
+7% +$15.2K 0.07% 297
2018
Q2 		$212K Buy
1,546
+63
+4% +$8.88K 0.06% 325
2018
Q1 		$208K Buy
+1,483
New +$208K 0.06% 302
2017
Q4 		– Sell
-1,483
Closed -$217K – 312
2017
Q3 		$217K Buy
+1,483
New +$207K 0.07% 286

Other funds holding AON

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

M Holdings Securities's AON Position: Q4 2018 in Review

M Holdings Securities sold out of Aon (AON) in Q4 2018, closing a stake of 1,650 shares — an estimated $254K sold.

M Holdings Securities first reported a position in AON in Q3 2017 and held it in 4 quarters. The position peaked at $254K in Q3 2018. 688 funds tracked by Wall St. Rank hold AON as of Q4 2018.

  • M Holdings Securities reported no remaining Aon position as of Q4 2018 after selling out during the quarter.
  • M Holdings Securities sold 1,650 Aon shares in Q4 2018, an estimated $254K.
  • M Holdings Securities first reported a position in Aon in Q3 2017 and held it in 4 quarters.
  • M Holdings Securities's Aon position peaked at $254K in Q3 2018.
  • 688 funds tracked by Wall St. Rank held Aon as of Q4 2018.

Based on M Holdings Securities's 13F filing for Q4 2018, filed 15 Feb 2019.