JIC
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Joel Isaacson & Co’s Arthur J. Gallagher & Co AJG Stock Holding History

Joel Isaacson & Co’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
Q1 		– Sell
-100
Closed -$5K – 189
2016
Q4 		$5K Hold
100
– – ﹤0.01% 561
2016
Q3 		$5K Hold
100
– – ﹤0.01% 613
2016
Q2 		$5K Hold
100
– – ﹤0.01% 609
2016
Q1 		$4K Hold
100
– – ﹤0.01% 673
2015
Q4 		$4K Sell
100
-310
-76% -$13.3K ﹤0.01% 634
2015
Q3 		$17K Hold
410
– – ﹤0.01% 501
2015
Q2 		$19K Buy
410
+310
+310% +$14.9K ﹤0.01% 507
2015
Q1 		$5K Hold
100
– – ﹤0.01% 606
2014
Q4 		$5K Hold
100
– – ﹤0.01% 538
2014
Q3 		$5K Hold
100
– – ﹤0.01% 525
2014
Q2 		$5K Hold
100
– – ﹤0.01% 500
2014
Q1 		$5K Hold
100
– – ﹤0.01% 496
2013
Q4 		$5K Hold
100
– – ﹤0.01% 456
2013
Q3 		$4K Hold
100
– – ﹤0.01% 447
2013
Q2 		$4K Buy
+100
New +$4.33K ﹤0.01% 416

Other funds holding AJG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Joel Isaacson & Co's AJG Position: Q1 2017 in Review

Joel Isaacson & Co sold out of Arthur J. Gallagher & Co (AJG) in Q1 2017, closing a stake of 100 shares — an estimated $5K sold.

Joel Isaacson & Co first reported a position in AJG in Q2 2013 and held it in 15 quarters. The position peaked at $19K in Q2 2015. 491 funds tracked by Wall St. Rank hold AJG as of Q1 2017.

  • Joel Isaacson & Co reported no remaining Arthur J. Gallagher & Co position as of Q1 2017 after selling out during the quarter.
  • Joel Isaacson & Co sold 100 Arthur J. Gallagher & Co shares in Q1 2017, an estimated $5K.
  • Joel Isaacson & Co first reported a position in Arthur J. Gallagher & Co in Q2 2013 and held it in 15 quarters.
  • Joel Isaacson & Co's Arthur J. Gallagher & Co position peaked at $19K in Q2 2015.
  • 491 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2017.

Based on Joel Isaacson & Co's 13F filing for Q1 2017, filed 5 May 2017.