PWAG
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Polaris Wealth Advisory Group’s Arthur J. Gallagher & Co AJG Stock Holding History

Polaris Wealth Advisory Group’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
2016
Q1 		– Sell
-9,163
Closed -$375K – 108
2015
Q4 		$375K Buy
+9,163
New +$394K 0.06% 107

Other funds holding AJG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $18.4B AUM 23.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Polaris Wealth Advisory Group's AJG Position: Q1 2016 in Review

Polaris Wealth Advisory Group sold out of Arthur J. Gallagher & Co (AJG) in Q1 2016, closing a stake of 9,163 shares — an estimated $375K sold.

Polaris Wealth Advisory Group first reported a position in AJG in Q4 2015 and held it in 1 quarter. The position peaked at $375K in Q4 2015. 433 funds tracked by Wall St. Rank hold AJG as of Q1 2016.

  • Polaris Wealth Advisory Group reported no remaining Arthur J. Gallagher & Co position as of Q1 2016 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 9,163 Arthur J. Gallagher & Co shares in Q1 2016, an estimated $375K.
  • Polaris Wealth Advisory Group first reported a position in Arthur J. Gallagher & Co in Q4 2015 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's Arthur J. Gallagher & Co position peaked at $375K in Q4 2015.
  • 433 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2016.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2016, filed 29 Apr 2016.