PRW Wealth Management’s Aon AON Stock Holding History

PRW Wealth Management’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
2019 Q2	–	Sell	-47	Closed	-$9K	–	98
2019 Q1	$9K	Hold	47	–	–	0.01%	291
2018 Q4	$5K	Buy	+47	New	+$7.3K	0.01%	363

Other funds holding AON

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

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

PRW Wealth Management's AON Position: Q2 2019 in Review

PRW Wealth Management sold out of Aon (AON) in Q2 2019, closing a stake of 47 shares — an estimated $9K sold.

PRW Wealth Management first reported a position in AON in Q4 2018 and held it in 2 quarters. The position peaked at $9K in Q1 2019. 696 funds tracked by Wall St. Rank hold AON as of Q2 2019.

PRW Wealth Management reported no remaining Aon position as of Q2 2019 after selling out during the quarter.
PRW Wealth Management sold 47 Aon shares in Q2 2019, an estimated $9K.
PRW Wealth Management first reported a position in Aon in Q4 2018 and held it in 2 quarters.
PRW Wealth Management's Aon position peaked at $9K in Q1 2019.
696 funds tracked by Wall St. Rank held Aon as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.