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Intersect Capital’s Arthur J. Gallagher & Co AJG Stock Holding History

Intersect Capital’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
Q2 		– Sell
-300
Closed -$14K – 112
2015
Q1 		$14K Hold
300
– – 0.01% 299
2014
Q4 		$14K Buy
+300
New +$14.1K 0.01% 313

Other funds holding AJG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Intersect Capital's AJG Position: Q2 2015 in Review

Intersect Capital sold out of Arthur J. Gallagher & Co (AJG) in Q2 2015, closing a stake of 300 shares — an estimated $14K sold.

Intersect Capital first reported a position in AJG in Q4 2014 and held it in 2 quarters. The position peaked at $14K in Q1 2015. 401 funds tracked by Wall St. Rank hold AJG as of Q2 2015.

  • Intersect Capital reported no remaining Arthur J. Gallagher & Co position as of Q2 2015 after selling out during the quarter.
  • Intersect Capital sold 300 Arthur J. Gallagher & Co shares in Q2 2015, an estimated $14K.
  • Intersect Capital first reported a position in Arthur J. Gallagher & Co in Q4 2014 and held it in 2 quarters.
  • Intersect Capital's Arthur J. Gallagher & Co position peaked at $14K in Q1 2015.
  • 401 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2015.

Based on Intersect Capital's 13F filing for Q2 2015, filed 3 Aug 2015.