Partnervest Advisory Services’s Arthur J. Gallagher & Co AJG Stock Holding History

Partnervest Advisory Services’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 Q3	–	Sell	-595	Closed	-$28K	–	168
2014 Q2	$28K	Hold	595	–	–	0.01%	470
2014 Q1	$28K	Buy	595 +153	+35%	+$7.14K	0.01%	427
2013 Q4	$21K	Buy	442 +142	+47%	+$6.59K	0.01%	455
2013 Q3	$13K	Sell	300 -140	-32%	-$6.15K	0.01%	581
2013 Q2	$19K	Buy	+440	New	+$19K	0.01%	422

Other funds holding AJG

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

AIM

abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

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

Partnervest Advisory Services's AJG Position: Q3 2014 in Review

Partnervest Advisory Services sold out of Arthur J. Gallagher & Co (AJG) in Q3 2014, closing a stake of 595 shares — an estimated $28K sold.

Partnervest Advisory Services first reported a position in AJG in Q2 2013 and held it in 5 quarters. The position peaked at $28K in Q2 2014. 365 funds tracked by Wall St. Rank hold AJG as of Q3 2014.

Partnervest Advisory Services reported no remaining Arthur J. Gallagher & Co position as of Q3 2014 after selling out during the quarter.
Partnervest Advisory Services sold 595 Arthur J. Gallagher & Co shares in Q3 2014, an estimated $28K.
Partnervest Advisory Services first reported a position in Arthur J. Gallagher & Co in Q2 2013 and held it in 5 quarters.
Partnervest Advisory Services's Arthur J. Gallagher & Co position peaked at $28K in Q2 2014.
365 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2014.

Based on Partnervest Advisory Services's 13F filing for Q3 2014, filed 7 Nov 2014.