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Newport Wealth Strategies’s Aon AON Stock Holding History

Newport Wealth Strategies’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
Q2 		– Sell
-1,604
Closed -$225K – 83
2018
Q1 		$225K Hold
1,604
– – 0.18% 85
2017
Q4 		$228K Buy
+1,604
New +$228K 0.16% 94

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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Newport Wealth Strategies's AON Position: Q2 2018 in Review

Newport Wealth Strategies sold out of Aon (AON) in Q2 2018, closing a stake of 1,604 shares — an estimated $225K sold.

Newport Wealth Strategies first reported a position in AON in Q4 2017 and held it in 2 quarters. The position peaked at $228K in Q4 2017. 632 funds tracked by Wall St. Rank hold AON as of Q2 2018.

  • Newport Wealth Strategies reported no remaining Aon position as of Q2 2018 after selling out during the quarter.
  • Newport Wealth Strategies sold 1,604 Aon shares in Q2 2018, an estimated $225K.
  • Newport Wealth Strategies first reported a position in Aon in Q4 2017 and held it in 2 quarters.
  • Newport Wealth Strategies's Aon position peaked at $228K in Q4 2017.
  • 632 funds tracked by Wall St. Rank held Aon as of Q2 2018.

Based on Newport Wealth Strategies's 13F filing for Q2 2018, filed 6 Aug 2018.