MYCIO Wealth Partners’s Arthur J. Gallagher & Co AJG Stock Holding History

MYCIO Wealth Partners’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
2020 Q1	–	Sell	-80,005	Closed	-$7.62M	–	43
2019 Q4	$7.62M	Sell	80,005 -19,136	-19%	-$1.75M	0.5%	28
2019 Q3	$8.88M	Buy	99,141 +14	+0%	+$1.26K	0.66%	25
2019 Q2	$8.68M	Buy	99,127 +23	+0%	+$1.92K	0.68%	24
2019 Q1	$7.74M	Buy	99,104 +26	+0%	+$2K	0.64%	26
2018 Q4	$7.3M	Buy	99,078 +90,036	+996%	+$6.72M	0.68%	23
2018 Q3	$673K	Hold	9,042	–	–	0.07%	126
2018 Q2	$590K	Hold	9,042	–	–	0.06%	138
2018 Q1	$621K	Hold	9,042	–	–	0.07%	113
2017 Q4	$572K	Hold	9,042	–	–	0.06%	126
2017 Q3	$557K	Buy	9,042 +2,000	+28%	+$118K	0.06%	125
2017 Q2	$403K	Buy	+7,042	New	+$398K	0.05%	142

Other funds holding AJG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

MYCIO Wealth Partners's AJG Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of Arthur J. Gallagher & Co (AJG) in Q1 2020, closing a stake of 80,005 shares — an estimated $7.62M sold.

MYCIO Wealth Partners first reported a position in AJG in Q2 2017 and held it in 11 quarters. The position peaked at $8.88M in Q3 2019. 651 funds tracked by Wall St. Rank hold AJG as of Q1 2020.

MYCIO Wealth Partners reported no remaining Arthur J. Gallagher & Co position as of Q1 2020 after selling out during the quarter.
MYCIO Wealth Partners sold 80,005 Arthur J. Gallagher & Co shares in Q1 2020, an estimated $7.62M.
MYCIO Wealth Partners first reported a position in Arthur J. Gallagher & Co in Q2 2017 and held it in 11 quarters.
MYCIO Wealth Partners's Arthur J. Gallagher & Co position peaked at $8.88M in Q3 2019.
651 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.