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Partnervest Advisory Services’s Aon AON Stock Holding History

Partnervest Advisory 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
2014
Q2 		– Sell
-40
Closed -$3K – 1045
2014
Q1 		$3K Hold
40
– – ﹤0.01% 896
2013
Q4 		$3K Sell
40
-82
-67% -$6.5K ﹤0.01% 864
2013
Q3 		$9K Sell
122
-30
-20% -$2.06K ﹤0.01% 666
2013
Q2 		$10K Buy
+152
New +$9.63K ﹤0.01% 597

Other funds holding AON

Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
LP
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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Partnervest Advisory Services's AON Position: Q2 2014 in Review

Partnervest Advisory Services sold out of Aon (AON) in Q2 2014, closing a stake of 40 shares — an estimated $3K sold.

Partnervest Advisory Services first reported a position in AON in Q2 2013 and held it in 4 quarters. The position peaked at $10K in Q2 2013. 464 funds tracked by Wall St. Rank hold AON as of Q2 2014.

  • Partnervest Advisory Services reported no remaining Aon position as of Q2 2014 after selling out during the quarter.
  • Partnervest Advisory Services sold 40 Aon shares in Q2 2014, an estimated $3K.
  • Partnervest Advisory Services first reported a position in Aon in Q2 2013 and held it in 4 quarters.
  • Partnervest Advisory Services's Aon position peaked at $10K in Q2 2013.
  • 464 funds tracked by Wall St. Rank held Aon as of Q2 2014.

Based on Partnervest Advisory Services's 13F filing for Q2 2014, filed 14 Aug 2014.