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Windsor Financial Group’s Aon AON Stock Holding History

Windsor Financial Group’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
2014
Q2 		– Sell
-30,930
Closed -$2.61M – 77
2014
Q1 		$2.61M Buy
30,930
+25
+0.1% +$2.08K 1.32% 39
2013
Q4 		$2.59M Sell
30,905
-8,149
-21% -$646K 1.44% 38
2013
Q3 		$2.91M Sell
39,054
-49
-0.1% -$3.36K 1.75% 26
2013
Q2 		$2.52M Buy
+39,103
New +$2.48M 1.59% 30

Other funds holding AON

Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Windsor Financial Group's AON Position: Q2 2014 in Review

Windsor Financial Group sold out of Aon (AON) in Q2 2014, closing a stake of 30,930 shares — an estimated $2.61M sold.

Windsor Financial Group first reported a position in AON in Q2 2013 and held it in 4 quarters. The position peaked at $2.91M in Q3 2013. 464 funds tracked by Wall St. Rank hold AON as of Q2 2014.

  • Windsor Financial Group reported no remaining Aon position as of Q2 2014 after selling out during the quarter.
  • Windsor Financial Group sold 30,930 Aon shares in Q2 2014, an estimated $2.61M.
  • Windsor Financial Group first reported a position in Aon in Q2 2013 and held it in 4 quarters.
  • Windsor Financial Group's Aon position peaked at $2.91M in Q3 2013.
  • 464 funds tracked by Wall St. Rank held Aon as of Q2 2014.

Based on Windsor Financial Group's 13F filing for Q2 2014, filed 8 Jul 2014.