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Bellwether Investment Group’s Arthur J. Gallagher & Co AJG Stock Holding History

Bellwether Investment Group’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
2017
Q2 		– Sell
-333
Closed -$19K – 75
2017
Q1 		$19K Sell
333
-11
-3% -$606 0.05% 318
2016
Q4 		$18K Buy
+344
New +$17.3K 0.02% 478

Other funds holding AJG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
T
Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Bellwether Investment Group's AJG Position: Q2 2017 in Review

Bellwether Investment Group sold out of Arthur J. Gallagher & Co (AJG) in Q2 2017, closing a stake of 333 shares — an estimated $19K sold.

Bellwether Investment Group first reported a position in AJG in Q4 2016 and held it in 2 quarters. The position peaked at $19K in Q1 2017. 516 funds tracked by Wall St. Rank hold AJG as of Q2 2017.

  • Bellwether Investment Group reported no remaining Arthur J. Gallagher & Co position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 333 Arthur J. Gallagher & Co shares in Q2 2017, an estimated $19K.
  • Bellwether Investment Group first reported a position in Arthur J. Gallagher & Co in Q4 2016 and held it in 2 quarters.
  • Bellwether Investment Group's Arthur J. Gallagher & Co position peaked at $19K in Q1 2017.
  • 516 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.