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

Peachtree 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
2015
Q3 		– Sell
-3,100
Closed -$147K – 108
2015
Q2 		$147K Hold
3,100
– – 0.11% 136
2015
Q1 		$145K Hold
3,100
– – 0.1% 144
2014
Q4 		$146K Hold
3,100
– – 0.1% 160
2014
Q3 		$141K Buy
+3,100
New +$143K 0.09% 156

Other funds holding AJG

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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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return

Peachtree Investment Advisors's AJG Position: Q3 2015 in Review

Peachtree Investment Advisors sold out of Arthur J. Gallagher & Co (AJG) in Q3 2015, closing a stake of 3,100 shares — an estimated $147K sold.

Peachtree Investment Advisors first reported a position in AJG in Q3 2014 and held it in 4 quarters. The position peaked at $147K in Q2 2015. 406 funds tracked by Wall St. Rank hold AJG as of Q3 2015.

  • Peachtree Investment Advisors reported no remaining Arthur J. Gallagher & Co position as of Q3 2015 after selling out during the quarter.
  • Peachtree Investment Advisors sold 3,100 Arthur J. Gallagher & Co shares in Q3 2015, an estimated $147K.
  • Peachtree Investment Advisors first reported a position in Arthur J. Gallagher & Co in Q3 2014 and held it in 4 quarters.
  • Peachtree Investment Advisors's Arthur J. Gallagher & Co position peaked at $147K in Q2 2015.
  • 406 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2015.

Based on Peachtree Investment Advisors's 13F filing for Q3 2015, filed 14 Oct 2015.