National Penn Investors Trust’s Aon AON Stock Holding History

National Penn Investors 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
2016 Q1	$3.51M	Buy	33,591 +380	+1%	+$35.6K	0.41%	56
2015 Q4	$3.06M	Buy	33,211 +915	+3%	+$85.2K	0.34%	68
2015 Q3	$2.86M	Buy	32,296 +1,776	+6%	+$172K	0.33%	74
2015 Q2	$3.04M	Buy	30,520 +1,112	+4%	+$111K	0.33%	70
2015 Q1	$2.83M	Buy	+29,408	New	+$2.85M	0.3%	79

Other funds holding AON

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

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 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

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

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 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

FPA

First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

National Penn Investors Trust's AON Position: Q1 2016 in Review

National Penn Investors Trust increased its Aon (AON) stake by 1.1% in Q1 2016, buying an estimated $35.6K and bringing the position to 33,591 shares worth $3.51M. The position accounts for 0.41% of the portfolio, ranked #56.

National Penn Investors Trust first reported a position in AON in Q1 2015 and has held it in 5 quarters since. 503 funds tracked by Wall St. Rank hold AON as of Q1 2016.

National Penn Investors Trust held 33,591 shares of Aon worth $3.51M as of Q1 2016.
National Penn Investors Trust bought 380 Aon shares in Q1 2016, an estimated $35.6K.
Aon made up 0.41% of National Penn Investors Trust's portfolio in Q1 2016, its #56 holding.
National Penn Investors Trust first reported a position in Aon in Q1 2015 and has held it in 5 quarters since.
503 funds tracked by Wall St. Rank held Aon as of Q1 2016.

Based on National Penn Investors Trust's 13F filing for Q1 2016, filed 11 May 2016.