Pinnacle Summer Investments’s Aon AON Stock Holding History

Pinnacle Summer Investments’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
2015 Q4	$292K	Sell	3,151 -3,267	-51%	-$304K	0.04%	179
2015 Q3	$573K	Buy	6,418 +3,160	+97%	+$306K	0.1%	167
2015 Q2	$324K	Buy	3,258 +8	+0.2%	+$801	0.07%	153
2015 Q1	$312K	Sell	3,250 -948	-23%	-$91.7K	0.04%	248
2014 Q4	$378K	Sell	4,198 -61	-1%	-$5.46K	0.05%	235
2014 Q3	$374K	Buy	4,259 +2,485	+140%	+$217K	0.04%	246
2014 Q2	$153K	Hold	1,774	–	–	0.02%	337
2014 Q1	$151K	Buy	1,774 +1,399	+373%	+$116K	0.02%	296
2013 Q4	$31K	Buy	+375	New	+$29.7K	﹤0.01%	525

Other funds holding AON

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 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

FPA

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

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

Pinnacle Summer Investments's AON Position: Q4 2015 in Review

Pinnacle Summer Investments reduced its Aon (AON) stake by 51% in Q4 2015, selling an estimated $304K and leaving 3,151 shares worth $292K. The position accounts for 0.04% of the portfolio, ranked #179.

Pinnacle Summer Investments first reported a position in AON in Q4 2013 and has held it in 9 quarters since. The position peaked at $573K in Q3 2015. 508 funds tracked by Wall St. Rank hold AON as of Q4 2015.

Pinnacle Summer Investments held 3,151 shares of Aon worth $292K as of Q4 2015.
Pinnacle Summer Investments sold 3,267 Aon shares in Q4 2015, an estimated $304K.
Aon made up 0.04% of Pinnacle Summer Investments's portfolio in Q4 2015, its #179 holding.
Pinnacle Summer Investments first reported a position in Aon in Q4 2013 and has held it in 9 quarters since.
Pinnacle Summer Investments's Aon position peaked at $573K in Q3 2015.
508 funds tracked by Wall St. Rank held Aon as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.