ACI
AJG icon

Advance Capital I’s Arthur J. Gallagher & Co AJG Stock Holding History

Advance Capital I’s Portfolio AJG Stock Details AJG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-11,800
Closed -$515K – 274
2013
Q3 		$515K Sell
11,800
-600
-5% -$26.3K 0.26% 151
2013
Q2 		$542K Buy
+12,400
New +$537K 0.27% 141

Other funds holding AJG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Advance Capital I's AJG Position: Q4 2013 in Review

Advance Capital I sold out of Arthur J. Gallagher & Co (AJG) in Q4 2013, closing a stake of 11,800 shares — an estimated $515K sold.

Advance Capital I first reported a position in AJG in Q2 2013 and held it in 2 quarters. The position peaked at $542K in Q2 2013. 352 funds tracked by Wall St. Rank hold AJG as of Q4 2013.

  • Advance Capital I reported no remaining Arthur J. Gallagher & Co position as of Q4 2013 after selling out during the quarter.
  • Advance Capital I sold 11,800 Arthur J. Gallagher & Co shares in Q4 2013, an estimated $515K.
  • Advance Capital I first reported a position in Arthur J. Gallagher & Co in Q2 2013 and held it in 2 quarters.
  • Advance Capital I's Arthur J. Gallagher & Co position peaked at $542K in Q2 2013.
  • 352 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2013.

Based on Advance Capital I's 13F filing for Q4 2013, filed 6 Feb 2014.