Calamos Wealth Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Calamos Wealth 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
2015 Q4	–	Sell	-32,965	Closed	-$1.36M	–	257
2015 Q3	$1.36M	Sell	32,965 -24,485	-43%	-$1.11M	0.33%	111
2015 Q2	$2.72M	Buy	57,450 +495	+0.9%	+$23.8K	0.64%	44
2015 Q1	$2.66M	Buy	56,955 +1,345	+2%	+$62.8K	0.67%	46
2014 Q4	$2.62M	Buy	55,610 +9,030	+19%	+$424K	0.75%	34
2014 Q3	$2.11M	Buy	46,580 +1,120	+2%	+$51.5K	0.61%	47
2014 Q2	$2.12M	Buy	45,460 +12,665	+39%	+$577K	0.6%	58
2014 Q1	$1.56M	Buy	+32,795	New	+$1.53M	0.46%	94

Other funds holding AJG

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

JP Morgan Chase New York $1.56T AUM 27.86% 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 $17.1B AUM 15.7% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $427B AUM 29.17% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AIM

abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return

Calamos Wealth Management's AJG Position: Q4 2015 in Review

Calamos Wealth Management sold out of Arthur J. Gallagher & Co (AJG) in Q4 2015, closing a stake of 32,965 shares — an estimated $1.36M sold.

Calamos Wealth Management first reported a position in AJG in Q1 2014 and held it in 7 quarters. The position peaked at $2.72M in Q2 2015. 433 funds tracked by Wall St. Rank hold AJG as of Q4 2015.

Calamos Wealth Management reported no remaining Arthur J. Gallagher & Co position as of Q4 2015 after selling out during the quarter.
Calamos Wealth Management sold 32,965 Arthur J. Gallagher & Co shares in Q4 2015, an estimated $1.36M.
Calamos Wealth Management first reported a position in Arthur J. Gallagher & Co in Q1 2014 and held it in 7 quarters.
Calamos Wealth Management's Arthur J. Gallagher & Co position peaked at $2.72M in Q2 2015.
433 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2015.

Based on Calamos Wealth Management's 13F filing for Q4 2015, filed 5 Feb 2016.