Security National Trust’s Arthur J. Gallagher & Co AJG Stock Holding History

Security National Trust’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
2017 Q2	–	Sell	-93	Closed	-$5K	–	411
2017 Q1	$5K	Buy	+93	New	+$5.13K	﹤0.01%	396
2016 Q1	–	Sell	-44	Closed	-$2K	–	457
2015 Q4	$2K	Buy	+44	New	+$1.89K	﹤0.01%	448
2015 Q1	–	Sell	-120	Closed	-$6K	–	474
2014 Q4	$6K	Hold	120	–	–	﹤0.01%	446
2014 Q3	$5K	Hold	120	–	–	﹤0.01%	461
2014 Q2	$6K	Hold	120	–	–	﹤0.01%	451
2014 Q1	$6K	Hold	120	–	–	﹤0.01%	444
2013 Q4	$6K	Hold	120	–	–	﹤0.01%	448
2013 Q3	$5K	Hold	120	–	–	﹤0.01%	440
2013 Q2	$5K	Buy	+120	New	+$5.19K	﹤0.01%	425

Other funds holding AJG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Security National Trust's AJG Position: Q2 2017 in Review

Security National Trust sold out of Arthur J. Gallagher & Co (AJG) in Q2 2017, closing a stake of 93 shares — an estimated $5K sold.

Security National Trust first reported a position in AJG in Q2 2013 and held it in 9 quarters. The position peaked at $6K in Q4 2014. 516 funds tracked by Wall St. Rank hold AJG as of Q2 2017.

Security National Trust reported no remaining Arthur J. Gallagher & Co position as of Q2 2017 after selling out during the quarter.
Security National Trust sold 93 Arthur J. Gallagher & Co shares in Q2 2017, an estimated $5K.
Security National Trust first reported a position in Arthur J. Gallagher & Co in Q2 2013 and held it in 9 quarters.
Security National Trust's Arthur J. Gallagher & Co position peaked at $6K in Q4 2014.
516 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2017.

Based on Security National Trust's 13F filing for Q2 2017, filed 4 Aug 2017.