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Weatherly Asset Management’s Aon AON Stock Holding History

Weatherly Asset 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
2018
Q1 		– Sell
-3,096
Closed -$415K – 196
2017
Q4 		$415K Buy
+3,096
New +$441K 0.1% 146

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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Weatherly Asset Management's AON Position: Q1 2018 in Review

Weatherly Asset Management sold out of Aon (AON) in Q1 2018, closing a stake of 3,096 shares — an estimated $415K sold.

Weatherly Asset Management first reported a position in AON in Q4 2017 and held it in 1 quarter. The position peaked at $415K in Q4 2017. 633 funds tracked by Wall St. Rank hold AON as of Q1 2018.

  • Weatherly Asset Management reported no remaining Aon position as of Q1 2018 after selling out during the quarter.
  • Weatherly Asset Management sold 3,096 Aon shares in Q1 2018, an estimated $415K.
  • Weatherly Asset Management first reported a position in Aon in Q4 2017 and held it in 1 quarter.
  • Weatherly Asset Management's Aon position peaked at $415K in Q4 2017.
  • 633 funds tracked by Wall St. Rank held Aon as of Q1 2018.

Based on Weatherly Asset Management's 13F filing for Q1 2018, filed 7 May 2018.