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AON icon

Wealthfront’s Aon AON Stock Holding History

Wealthfront’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
Q3 		$1.5M Sell
9,756
-1,194
-11% -$175K 0.01% 182
2018
Q2 		$1.5M Buy
10,950
+3,272
+43% +$461K 0.02% 163
2018
Q1 		$1.08M Sell
7,678
-839
-10% -$118K 0.01% 240
2017
Q4 		$1.14M Buy
8,517
+325
+4% +$46.3K 0.01% 206
2017
Q3 		$1.2M Buy
8,192
+1,337
+20% +$187K 0.02% 162
2017
Q2 		$911K Buy
6,855
+1,190
+21% +$150K 0.01% 163
2017
Q1 		$672K Buy
5,665
+268
+5% +$30.9K 0.01% 176
2016
Q4 		$602K Buy
5,397
+52
+1% +$5.79K 0.01% 164
2016
Q3 		$601K Buy
5,345
+786
+17% +$86.7K 0.01% 159
2016
Q2 		$498K Buy
4,559
+81
+2% +$8.57K 0.01% 171
2016
Q1 		$468K Buy
4,478
+1,301
+41% +$122K 0.01% 161
2015
Q4 		$293K Buy
3,177
+456
+17% +$42.5K 0.01% 219
2015
Q3 		$241K Sell
2,721
-282
-9% -$27.3K 0.01% 239
2015
Q2 		$299K Buy
3,003
+693
+30% +$69.4K 0.01% 194
2015
Q1 		$222K Buy
2,310
+252
+12% +$24.4K 0.01% 227
2014
Q4 		$195K Sell
2,058
-25
-1% -$2.24K 0.01% 221
2014
Q3 		$183K Buy
2,083
+569
+38% +$49.7K 0.01% 169
2014
Q2 		$137K Buy
1,514
+68
+5% +$5.89K 0.01% 162
2014
Q1 		$123K Buy
+1,446
New +$120K 0.02% 108

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

Wealthfront's AON Position: Q3 2018 in Review

Wealthfront reduced its Aon (AON) stake by 11% in Q3 2018, selling an estimated $175K and leaving 9,756 shares worth $1.5M. The position accounts for 0.01% of the portfolio, ranked #182.

Wealthfront first reported a position in AON in Q1 2014 and has held it in 19 quarters since. The position peaked at $1.5M in Q2 2018. 626 funds tracked by Wall St. Rank hold AON as of Q3 2018.

  • Wealthfront held 9,756 shares of Aon worth $1.5M as of Q3 2018.
  • Wealthfront sold 1,194 Aon shares in Q3 2018, an estimated $175K.
  • Aon made up 0.01% of Wealthfront's portfolio in Q3 2018, its #182 holding.
  • Wealthfront first reported a position in Aon in Q1 2014 and has held it in 19 quarters since.
  • Wealthfront's Aon position peaked at $1.5M in Q2 2018.
  • 626 funds tracked by Wall St. Rank held Aon as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.