SMA
AJG icon

Simply Money Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Simply Money 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
2013
Q3 		– Sell
-88
Closed -$4K – 129
2013
Q2 		$4K Buy
+88
New +$3.81K ﹤0.01% 267

Other funds holding AJG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Simply Money Advisors's AJG Position: Q3 2013 in Review

Simply Money Advisors sold out of Arthur J. Gallagher & Co (AJG) in Q3 2013, closing a stake of 88 shares — an estimated $4K sold.

Simply Money Advisors first reported a position in AJG in Q2 2013 and held it in 1 quarter. The position peaked at $4K in Q2 2013. 338 funds tracked by Wall St. Rank hold AJG as of Q3 2013.

  • Simply Money Advisors reported no remaining Arthur J. Gallagher & Co position as of Q3 2013 after selling out during the quarter.
  • Simply Money Advisors sold 88 Arthur J. Gallagher & Co shares in Q3 2013, an estimated $4K.
  • Simply Money Advisors first reported a position in Arthur J. Gallagher & Co in Q2 2013 and held it in 1 quarter.
  • Simply Money Advisors's Arthur J. Gallagher & Co position peaked at $4K in Q2 2013.
  • 338 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2013.

Based on Simply Money Advisors's 13F filing for Q3 2013, filed 15 Oct 2013.