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Ausdal Financial Partners’s Arthur J. Gallagher & Co AJG Stock Holding History

Ausdal Financial Partners’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
2018
Q4 		– Sell
-3,203
Closed -$238K – 251
2018
Q3 		$238K Buy
+3,203
New +$230K 0.07% 331

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Baillie Gifford & Co
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ausdal Financial Partners's AJG Position: Q4 2018 in Review

Ausdal Financial Partners sold out of Arthur J. Gallagher & Co (AJG) in Q4 2018, closing a stake of 3,203 shares — an estimated $238K sold.

Ausdal Financial Partners first reported a position in AJG in Q3 2018 and held it in 1 quarter. The position peaked at $238K in Q3 2018. 601 funds tracked by Wall St. Rank hold AJG as of Q4 2018.

  • Ausdal Financial Partners reported no remaining Arthur J. Gallagher & Co position as of Q4 2018 after selling out during the quarter.
  • Ausdal Financial Partners sold 3,203 Arthur J. Gallagher & Co shares in Q4 2018, an estimated $238K.
  • Ausdal Financial Partners first reported a position in Arthur J. Gallagher & Co in Q3 2018 and held it in 1 quarter.
  • Ausdal Financial Partners's Arthur J. Gallagher & Co position peaked at $238K in Q3 2018.
  • 601 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2018.

Based on Ausdal Financial Partners's 13F filing for Q4 2018, filed 11 Feb 2019.