MSI Financial Services’s Aon AON Stock Holding History

MSI Financial Services’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
2016 Q4	$429K	Buy	3,848 +1,088	+39%	+$121K	0.01%	756
2016 Q3	$311K	Sell	2,760 -1,541	-36%	-$170K	0.01%	866
2016 Q2	$470K	Buy	4,301 +1,224	+40%	+$129K	0.02%	661
2016 Q1	$321K	Sell	3,077 -216	-7%	-$20.2K	0.01%	772
2015 Q4	$304K	Buy	3,293 +2,146	+187%	+$200K	0.01%	751
2015 Q3	$102K	Hold	1,147	–	–	0.01%	912
2015 Q2	$114K	Sell	1,147 -7,991	-87%	-$800K	0.01%	942
2015 Q1	$878K	Buy	9,138 +1,207	+15%	+$117K	0.06%	336
2014 Q4	$752K	Buy	7,931 +22	+0.3%	+$1.97K	0.08%	277
2014 Q3	$693K	Buy	7,909 +23	+0.3%	+$2.01K	0.08%	283
2014 Q2	$710K	Buy	7,886 +1,929	+32%	+$167K	0.1%	258
2014 Q1	$502K	Buy	5,957 +244	+4%	+$20.3K	0.07%	303
2013 Q4	$479K	Sell	5,713 -61	-1%	-$4.83K	0.07%	291
2013 Q3	$430K	Sell	5,774 -92	-2%	-$6.31K	0.08%	283
2013 Q2	$378K	Buy	+5,866	New	+$372K	0.08%	277

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

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

BIT

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

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

MSI Financial Services's AON Position: Q4 2016 in Review

MSI Financial Services increased its Aon (AON) stake by 39% in Q4 2016, buying an estimated $121K and bringing the position to 3,848 shares worth $429K. The position accounts for 0.01% of the portfolio, ranked #756.

MSI Financial Services first reported a position in AON in Q2 2013 and has held it in 15 quarters since. The position peaked at $878K in Q1 2015. 580 funds tracked by Wall St. Rank hold AON as of Q4 2016.

MSI Financial Services held 3,848 shares of Aon worth $429K as of Q4 2016.
MSI Financial Services bought 1,088 Aon shares in Q4 2016, an estimated $121K.
Aon made up 0.01% of MSI Financial Services's portfolio in Q4 2016, its #756 holding.
MSI Financial Services first reported a position in Aon in Q2 2013 and has held it in 15 quarters since.
MSI Financial Services's Aon position peaked at $878K in Q1 2015.
580 funds tracked by Wall St. Rank held Aon as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.