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Optimum Investment Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Optimum Investment Advisors’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
2014
Q1 		– Sell
-260
Closed -$12K – 742
2013
Q4 		$12K Buy
+260
New +$12.1K ﹤0.01% 584

Other funds holding AJG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return

Optimum Investment Advisors's AJG Position: Q1 2014 in Review

Optimum Investment Advisors sold out of Arthur J. Gallagher & Co (AJG) in Q1 2014, closing a stake of 260 shares — an estimated $12K sold.

Optimum Investment Advisors first reported a position in AJG in Q4 2013 and held it in 1 quarter. The position peaked at $12K in Q4 2013. 336 funds tracked by Wall St. Rank hold AJG as of Q1 2014.

  • Optimum Investment Advisors reported no remaining Arthur J. Gallagher & Co position as of Q1 2014 after selling out during the quarter.
  • Optimum Investment Advisors sold 260 Arthur J. Gallagher & Co shares in Q1 2014, an estimated $12K.
  • Optimum Investment Advisors first reported a position in Arthur J. Gallagher & Co in Q4 2013 and held it in 1 quarter.
  • Optimum Investment Advisors's Arthur J. Gallagher & Co position peaked at $12K in Q4 2013.
  • 336 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2014.

Based on Optimum Investment Advisors's 13F filing for Q1 2014, filed 1 May 2014.