CCM Investment Advisers’s Arthur J. Gallagher & Co AJG Stock Holding History

CCM Investment Advisers’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
2019 Q1	–	Sell	-3,300	Closed	-$243K	–	79
2018 Q4	$243K	Hold	3,300	–	–	0.05%	80
2018 Q3	$245K	Sell	3,300 -50	-1%	-$3.58K	0.05%	83
2018 Q2	$218K	Hold	3,350	–	–	0.04%	85
2018 Q1	$230K	Sell	3,350 -9,230	-73%	-$623K	0.04%	73
2017 Q4	$796K	Sell	12,580 -50	-0.4%	-$3.19K	0.15%	61
2017 Q3	$777K	Sell	12,630 -4,625	-27%	-$272K	0.15%	65
2017 Q2	$987K	Sell	17,255 -3,750	-18%	-$212K	0.19%	59
2017 Q1	$1.19M	Sell	21,005 -10,015	-32%	-$552K	0.24%	61
2016 Q4	$1.61M	Sell	31,020 -109,528	-78%	-$5.51M	0.34%	59
2016 Q3	$7.15M	Sell	140,548 -91,806	-40%	-$4.53M	1.51%	39
2016 Q2	$11.1M	Buy	+232,354	New	+$10.8M	1.03%	48

Other funds holding AJG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

CSIA

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

CCM Investment Advisers's AJG Position: Q1 2019 in Review

CCM Investment Advisers sold out of Arthur J. Gallagher & Co (AJG) in Q1 2019, closing a stake of 3,300 shares — an estimated $243K sold.

CCM Investment Advisers first reported a position in AJG in Q2 2016 and held it in 11 quarters. The position peaked at $11.1M in Q2 2016. 670 funds tracked by Wall St. Rank hold AJG as of Q1 2019.

CCM Investment Advisers reported no remaining Arthur J. Gallagher & Co position as of Q1 2019 after selling out during the quarter.
CCM Investment Advisers sold 3,300 Arthur J. Gallagher & Co shares in Q1 2019, an estimated $243K.
CCM Investment Advisers first reported a position in Arthur J. Gallagher & Co in Q2 2016 and held it in 11 quarters.
CCM Investment Advisers's Arthur J. Gallagher & Co position peaked at $11.1M in Q2 2016.
670 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2019.

Based on CCM Investment Advisers's 13F filing for Q1 2019, filed 2 May 2019.