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Integrated Wealth Counsel’s Arthur J. Gallagher & Co AJG Stock Holding History

Integrated Wealth Counsel’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
Q4 		$13K Hold
246
– – 0.03% 141
2016
Q3 		$13K Buy
+246
New +$12.1K 0.03% 132

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T
Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Integrated Wealth Counsel's AJG Position: Q4 2016 in Review

Integrated Wealth Counsel held its Arthur J. Gallagher & Co (AJG) position steady in Q4 2016 at 246 shares worth $13K. The position accounts for 0.03% of the portfolio, ranked #141.

Integrated Wealth Counsel first reported a position in AJG in Q3 2016 and has held it in 2 quarters since. 490 funds tracked by Wall St. Rank hold AJG as of Q4 2016.

  • Integrated Wealth Counsel held 246 shares of Arthur J. Gallagher & Co worth $13K as of Q4 2016.
  • Integrated Wealth Counsel left its Arthur J. Gallagher & Co share count unchanged in Q4 2016.
  • Arthur J. Gallagher & Co made up 0.03% of Integrated Wealth Counsel's portfolio in Q4 2016, its #141 holding.
  • Integrated Wealth Counsel first reported a position in Arthur J. Gallagher & Co in Q3 2016 and has held it in 2 quarters since.
  • 490 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2016.

Based on Integrated Wealth Counsel's 13F filing for Q4 2016, filed 6 Feb 2017.