Bruderman Asset Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Bruderman Asset Management’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
2016 Q1	–	Sell	-7,042	Closed	-$288K	–	386
2015 Q4	$288K	Sell	7,042 -457	-6%	-$19.6K	0.11%	101
2015 Q3	$310K	Buy	7,499 +69	+0.9%	+$3.13K	0.12%	90
2015 Q2	$351K	Buy	7,430 +76	+1%	+$3.66K	0.13%	87
2015 Q1	$344K	Buy	+7,354	New	+$343K	0.13%	84

Other funds holding AJG

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Bruderman Asset Management's AJG Position: Q1 2016 in Review

Bruderman Asset Management sold out of Arthur J. Gallagher & Co (AJG) in Q1 2016, closing a stake of 7,042 shares — an estimated $288K sold.

Bruderman Asset Management first reported a position in AJG in Q1 2015 and held it in 4 quarters. The position peaked at $351K in Q2 2015. 433 funds tracked by Wall St. Rank hold AJG as of Q1 2016.

Bruderman Asset Management reported no remaining Arthur J. Gallagher & Co position as of Q1 2016 after selling out during the quarter.
Bruderman Asset Management sold 7,042 Arthur J. Gallagher & Co shares in Q1 2016, an estimated $288K.
Bruderman Asset Management first reported a position in Arthur J. Gallagher & Co in Q1 2015 and held it in 4 quarters.
Bruderman Asset Management's Arthur J. Gallagher & Co position peaked at $351K in Q2 2015.
433 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2016.

Based on Bruderman Asset Management's 13F filing for Q1 2016, filed 9 May 2016.