EisnerAmper Wealth Management Corporate Benefits’s Arthur J. Gallagher & Co AJG Stock Holding History

EisnerAmper Wealth Management Corporate Benefits’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	-14,446	Closed	-$596K	–	32
2015 Q3	$596K	Buy	14,446 +1,679	+13%	+$76.1K	0.42%	59
2015 Q2	$604K	Buy	+12,767	New	+$615K	0.46%	44

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

EisnerAmper Wealth Management Corporate Benefits's AJG Position: Q4 2015 in Review

EisnerAmper Wealth Management Corporate Benefits sold out of Arthur J. Gallagher & Co (AJG) in Q4 2015, closing a stake of 14,446 shares — an estimated $596K sold.

EisnerAmper Wealth Management Corporate Benefits first reported a position in AJG in Q2 2015 and held it in 2 quarters. The position peaked at $604K in Q2 2015. 433 funds tracked by Wall St. Rank hold AJG as of Q4 2015.

EisnerAmper Wealth Management Corporate Benefits reported no remaining Arthur J. Gallagher & Co position as of Q4 2015 after selling out during the quarter.
EisnerAmper Wealth Management Corporate Benefits sold 14,446 Arthur J. Gallagher & Co shares in Q4 2015, an estimated $596K.
EisnerAmper Wealth Management Corporate Benefits first reported a position in Arthur J. Gallagher & Co in Q2 2015 and held it in 2 quarters.
EisnerAmper Wealth Management Corporate Benefits's Arthur J. Gallagher & Co position peaked at $604K in Q2 2015.
433 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2015.

Based on EisnerAmper Wealth Management Corporate Benefits's 13F filing for Q4 2015, filed 4 Jan 2016.