Bridgeworth’s Arthur J. Gallagher & Co AJG Stock Holding History

Bridgeworth’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 Q3	–	Sell	-449	Closed	-$29K	–	150
2018 Q2	$29K	Buy	+449	New	+$30.4K	0.01%	342

Other funds holding AJG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bridgeworth's AJG Position: Q3 2018 in Review

Bridgeworth sold out of Arthur J. Gallagher & Co (AJG) in Q3 2018, closing a stake of 449 shares — an estimated $29K sold.

Bridgeworth first reported a position in AJG in Q2 2018 and held it in 1 quarter. The position peaked at $29K in Q2 2018. 595 funds tracked by Wall St. Rank hold AJG as of Q3 2018.

Bridgeworth reported no remaining Arthur J. Gallagher & Co position as of Q3 2018 after selling out during the quarter.
Bridgeworth sold 449 Arthur J. Gallagher & Co shares in Q3 2018, an estimated $29K.
Bridgeworth first reported a position in Arthur J. Gallagher & Co in Q2 2018 and held it in 1 quarter.
Bridgeworth's Arthur J. Gallagher & Co position peaked at $29K in Q2 2018.
595 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2018.

Based on Bridgeworth's 13F filing for Q3 2018, filed 13 Nov 2018.