Gary Goldberg Planning Services’s Arthur J. Gallagher & Co AJG Stock Holding History

Gary Goldberg Planning Services’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
2014 Q4	$329K	Buy	+6,999	New	+$328K	0.14%	80

Other funds holding AJG

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

AIM

abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 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

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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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

Gary Goldberg Planning Services's AJG Position: Q4 2014 in Review

Gary Goldberg Planning Services opened a new position in Arthur J. Gallagher & Co (AJG) in Q4 2014: 6,999 shares worth $329K. The stake represents 0.14% of the portfolio and ranks #80 among its holdings.

375 funds tracked by Wall St. Rank hold AJG as of Q4 2014.

Gary Goldberg Planning Services held 6,999 shares of Arthur J. Gallagher & Co worth $329K as of Q4 2014.
Arthur J. Gallagher & Co was a new Gary Goldberg Planning Services position in Q4 2014.
Arthur J. Gallagher & Co made up 0.14% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #80 holding.
375 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.