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WFG Advisors’s Aon AON Stock Holding History

WFG 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
2017
Q2 		$61K Buy
456
+451
+9,020% +$57K 0.01% 653
2017
Q1 		$1K Hold
5
– – ﹤0.01% 1380
2016
Q4 		$1K Buy
+5
New +$557 ﹤0.01% 1457
2013
Q4 		– Sell
-41
Closed -$3K – 2221
2013
Q3 		$3K Buy
+41
New +$2.81K ﹤0.01% 1822

Other funds holding AON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

WFG Advisors's AON Position: Q2 2017 in Review

WFG Advisors increased its Aon (AON) stake by 9,020% in Q2 2017, buying an estimated $57K and bringing the position to 456 shares worth $61K. The position accounts for 0.01% of the portfolio, ranked #653.

WFG Advisors first reported a position in AON in Q3 2013 and has held it in 4 quarters since. 580 funds tracked by Wall St. Rank hold AON as of Q2 2017.

  • WFG Advisors held 456 shares of Aon worth $61K as of Q2 2017.
  • WFG Advisors bought 451 Aon shares in Q2 2017, an estimated $57K.
  • Aon made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #653 holding.
  • WFG Advisors first reported a position in Aon in Q3 2013 and has held it in 4 quarters since.
  • 580 funds tracked by Wall St. Rank held Aon as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.