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Sound View Wealth Advisors’s Aon AON Stock Holding History

Sound View Wealth Advisors’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
Q1 		$289K Sell
1,694
-30
-2% -$4.86K 0.09% 191
2018
Q4 		$251K Buy
+1,724
New +$268K 0.09% 194

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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 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

Sound View Wealth Advisors's AON Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its Aon (AON) stake by 1.7% in Q1 2019, selling an estimated $4.86K and leaving 1,694 shares worth $289K. The position accounts for 0.09% of the portfolio, ranked #191.

Sound View Wealth Advisors first reported a position in AON in Q4 2018 and has held it in 2 quarters since. 698 funds tracked by Wall St. Rank hold AON as of Q1 2019.

  • Sound View Wealth Advisors held 1,694 shares of Aon worth $289K as of Q1 2019.
  • Sound View Wealth Advisors sold 30 Aon shares in Q1 2019, an estimated $4.86K.
  • Aon made up 0.09% of Sound View Wealth Advisors's portfolio in Q1 2019, its #191 holding.
  • Sound View Wealth Advisors first reported a position in Aon in Q4 2018 and has held it in 2 quarters since.
  • 698 funds tracked by Wall St. Rank held Aon as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.