WJA
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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 $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $61.3B 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 $60.7B 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