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Capstone Financial Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Capstone Financial Advisors’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
Q3 		– Sell
-5,000
Closed -$237K – 72
2015
Q2 		$237K Buy
+5,000
New +$241K 0.09% 72

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Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
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

Capstone Financial Advisors's AJG Position: Q3 2015 in Review

Capstone Financial Advisors sold out of Arthur J. Gallagher & Co (AJG) in Q3 2015, closing a stake of 5,000 shares — an estimated $237K sold.

Capstone Financial Advisors first reported a position in AJG in Q2 2015 and held it in 1 quarter. The position peaked at $237K in Q2 2015. 405 funds tracked by Wall St. Rank hold AJG as of Q3 2015.

  • Capstone Financial Advisors reported no remaining Arthur J. Gallagher & Co position as of Q3 2015 after selling out during the quarter.
  • Capstone Financial Advisors sold 5,000 Arthur J. Gallagher & Co shares in Q3 2015, an estimated $237K.
  • Capstone Financial Advisors first reported a position in Arthur J. Gallagher & Co in Q2 2015 and held it in 1 quarter.
  • Capstone Financial Advisors's Arthur J. Gallagher & Co position peaked at $237K in Q2 2015.
  • 405 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2015.

Based on Capstone Financial Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.