Old Mutual Customised Solutions’s Arthur J. Gallagher & Co AJG Stock Holding History

Old Mutual Customised Solutions’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
2018 Q2	$511K	Sell	7,827 -1,200	-13%	-$81.3K	0.05%	394
2018 Q1	$620K	Hold	9,027	–	–	0.06%	342
2017 Q4	$571K	Buy	9,027 +3,300	+58%	+$211K	0.06%	370
2017 Q3	$352K	Hold	5,727	–	–	0.05%	417
2017 Q2	$328K	Hold	5,727	–	–	0.05%	419
2017 Q1	$324K	Buy	5,727 +1,327	+30%	+$73.1K	0.05%	415
2016 Q4	$229K	Buy	4,400 +1,300	+42%	+$65.4K	0.04%	472
2016 Q3	$158K	Hold	3,100	–	–	0.05%	445
2016 Q2	$148K	Hold	3,100	–	–	0.04%	515
2016 Q1	$138K	Hold	3,100	–	–	0.04%	531
2015 Q4	$127K	Buy	3,100 +1,200	+63%	+$51.6K	0.03%	536
2015 Q3	$78K	Hold	1,900	–	–	0.02%	640
2015 Q2	$90K	Buy	+1,900	New	+$91.5K	0.02%	647
2013 Q3	–	Sell	-1,100	Closed	-$48K	–	789
2013 Q2	$48K	Buy	+1,100	New	+$47.6K	0.01%	718

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

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

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Old Mutual Customised Solutions's AJG Position: Q2 2018 in Review

Old Mutual Customised Solutions reduced its Arthur J. Gallagher & Co (AJG) stake by 13% in Q2 2018, selling an estimated $81.3K and leaving 7,827 shares worth $511K. The position accounts for 0.05% of the portfolio, ranked #394.

Old Mutual Customised Solutions first reported a position in AJG in Q2 2013 and has held it in 14 quarters since. The position peaked at $620K in Q1 2018. 585 funds tracked by Wall St. Rank hold AJG as of Q2 2018.

Old Mutual Customised Solutions held 7,827 shares of Arthur J. Gallagher & Co worth $511K as of Q2 2018.
Old Mutual Customised Solutions sold 1,200 Arthur J. Gallagher & Co shares in Q2 2018, an estimated $81.3K.
Arthur J. Gallagher & Co made up 0.05% of Old Mutual Customised Solutions's portfolio in Q2 2018, its #394 holding.
Old Mutual Customised Solutions first reported a position in Arthur J. Gallagher & Co in Q2 2013 and has held it in 14 quarters since.
Old Mutual Customised Solutions's Arthur J. Gallagher & Co position peaked at $620K in Q1 2018.
585 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2018.

Based on Old Mutual Customised Solutions's 13F filing for Q2 2018, filed 14 Aug 2018.