Invictus RG’s Arthur J. Gallagher & Co AJG Stock Holding History

Invictus RG’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
2017 Q4	–	Sell	-2,113	Closed	-$130K	–	248
2017 Q3	$130K	Buy	+2,113	New	+$124K	0.12%	259

Other funds holding AJG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Invictus RG's AJG Position: Q4 2017 in Review

Invictus RG sold out of Arthur J. Gallagher & Co (AJG) in Q4 2017, closing a stake of 2,113 shares — an estimated $130K sold.

Invictus RG first reported a position in AJG in Q3 2017 and held it in 1 quarter. The position peaked at $130K in Q3 2017. 584 funds tracked by Wall St. Rank hold AJG as of Q4 2017.

Invictus RG reported no remaining Arthur J. Gallagher & Co position as of Q4 2017 after selling out during the quarter.
Invictus RG sold 2,113 Arthur J. Gallagher & Co shares in Q4 2017, an estimated $130K.
Invictus RG first reported a position in Arthur J. Gallagher & Co in Q3 2017 and held it in 1 quarter.
Invictus RG's Arthur J. Gallagher & Co position peaked at $130K in Q3 2017.
584 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2017.

Based on Invictus RG's 13F filing for Q4 2017, filed 13 Feb 2018.