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Rockefeller Financial Services’s Arthur J. Gallagher & Co AJG Stock Holding History

Rockefeller Financial 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
2016
Q2 		– Sell
-1,231
Closed -$55K – 477
2016
Q1 		$55K Hold
1,231
– – ﹤0.01% 415
2015
Q4 		$50K Buy
+1,231
New +$52.9K ﹤0.01% 434
2015
Q2 		– Sell
-440
Closed -$21K – 463
2015
Q1 		$21K Buy
+440
New +$20.6K ﹤0.01% 454

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Rockefeller Financial Services's AJG Position: Q2 2016 in Review

Rockefeller Financial Services sold out of Arthur J. Gallagher & Co (AJG) in Q2 2016, closing a stake of 1,231 shares — an estimated $55K sold.

Rockefeller Financial Services first reported a position in AJG in Q1 2015 and held it in 3 quarters. The position peaked at $55K in Q1 2016. 482 funds tracked by Wall St. Rank hold AJG as of Q2 2016.

  • Rockefeller Financial Services reported no remaining Arthur J. Gallagher & Co position as of Q2 2016 after selling out during the quarter.
  • Rockefeller Financial Services sold 1,231 Arthur J. Gallagher & Co shares in Q2 2016, an estimated $55K.
  • Rockefeller Financial Services first reported a position in Arthur J. Gallagher & Co in Q1 2015 and held it in 3 quarters.
  • Rockefeller Financial Services's Arthur J. Gallagher & Co position peaked at $55K in Q1 2016.
  • 482 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2016.

Based on Rockefeller Financial Services's 13F filing for Q2 2016, filed 20 Jul 2016.