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

Gupta 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
2016
Q1 		$2K Hold
38
– – ﹤0.01% 1048
2015
Q4 		$2K Buy
+38
New +$1.63K ﹤0.01% 1107

Other funds holding AJG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Gupta Wealth Management's AJG Position: Q1 2016 in Review

Gupta Wealth Management held its Arthur J. Gallagher & Co (AJG) position steady in Q1 2016 at 38 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1048.

Gupta Wealth Management first reported a position in AJG in Q4 2015 and has held it in 2 quarters since. 432 funds tracked by Wall St. Rank hold AJG as of Q1 2016.

  • Gupta Wealth Management held 38 shares of Arthur J. Gallagher & Co worth $2K as of Q1 2016.
  • Gupta Wealth Management left its Arthur J. Gallagher & Co share count unchanged in Q1 2016.
  • Arthur J. Gallagher & Co made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #1048 holding.
  • Gupta Wealth Management first reported a position in Arthur J. Gallagher & Co in Q4 2015 and has held it in 2 quarters since.
  • 432 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.