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Williams Jones & Associates’s Aon AON Stock Holding History

Williams Jones & Associates’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
Q4 		– Sell
-1,375
Closed -$201K – 440
2017
Q3 		$201K Buy
+1,375
New +$192K ﹤0.01% 401
2015
Q2 		– Sell
-4,775
Closed -$459K – 381
2015
Q1 		$459K Buy
4,775
+1,000
+26% +$96.7K 0.02% 267
2014
Q4 		$358K Hold
3,775
– – 0.01% 286
2014
Q3 		$331K Hold
3,775
– – 0.02% 254
2014
Q2 		$340K Sell
3,775
-3,775
-50% -$327K 0.02% 245
2014
Q1 		$636K Buy
7,550
+3,775
+100% +$314K 0.01% 278
2013
Q4 		$317K Buy
3,775
+875
+30% +$69.3K 0.02% 232
2013
Q3 		$216K Buy
+2,900
New +$199K 0.01% 273

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 $3.38T AUM 44.17% 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

Williams Jones & Associates's AON Position: Q4 2017 in Review

Williams Jones & Associates sold out of Aon (AON) in Q4 2017, closing a stake of 1,375 shares — an estimated $201K sold.

Williams Jones & Associates first reported a position in AON in Q3 2013 and held it in 8 quarters. The position peaked at $636K in Q1 2014. 636 funds tracked by Wall St. Rank hold AON as of Q4 2017.

  • Williams Jones & Associates reported no remaining Aon position as of Q4 2017 after selling out during the quarter.
  • Williams Jones & Associates sold 1,375 Aon shares in Q4 2017, an estimated $201K.
  • Williams Jones & Associates first reported a position in Aon in Q3 2013 and held it in 8 quarters.
  • Williams Jones & Associates's Aon position peaked at $636K in Q1 2014.
  • 636 funds tracked by Wall St. Rank held Aon as of Q4 2017.

Based on Williams Jones & Associates's 13F filing for Q4 2017, filed 14 Feb 2018.