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

Edge 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
2017 Q2	–	Sell	-200	Closed	-$11K	–	539
2017 Q1	$11K	Hold	200	–	–	﹤0.01%	338
2016 Q4	$10K	Hold	200	–	–	﹤0.01%	333
2016 Q3	$10K	Hold	200	–	–	﹤0.01%	328
2016 Q2	$9K	Hold	200	–	–	﹤0.01%	324
2016 Q1	$9K	Buy	+200	New	+$7.98K	﹤0.01%	292

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

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

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

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

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

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

Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return

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

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Edge Wealth Management's AJG Position: Q2 2017 in Review

Edge Wealth Management sold out of Arthur J. Gallagher & Co (AJG) in Q2 2017, closing a stake of 200 shares — an estimated $11K sold.

Edge Wealth Management first reported a position in AJG in Q1 2016 and held it in 5 quarters. The position peaked at $11K in Q1 2017. 516 funds tracked by Wall St. Rank hold AJG as of Q2 2017.

Edge Wealth Management reported no remaining Arthur J. Gallagher & Co position as of Q2 2017 after selling out during the quarter.
Edge Wealth Management sold 200 Arthur J. Gallagher & Co shares in Q2 2017, an estimated $11K.
Edge Wealth Management first reported a position in Arthur J. Gallagher & Co in Q1 2016 and held it in 5 quarters.
Edge Wealth Management's Arthur J. Gallagher & Co position peaked at $11K in Q1 2017.
516 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2017.

Based on Edge Wealth Management's 13F filing for Q2 2017, filed 28 Jul 2017.