SHWM
AJG icon

Smith & Howard Wealth Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Smith & Howard Wealth Management’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
2014
Q1 		– Sell
-337
Closed -$16K – 47
2013
Q4 		$16K Buy
+337
New +$15.7K 0.01% 181

Other funds holding AJG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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 $17.1B AUM 15.7% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return

Smith & Howard Wealth Management's AJG Position: Q1 2014 in Review

Smith & Howard Wealth Management sold out of Arthur J. Gallagher & Co (AJG) in Q1 2014, closing a stake of 337 shares — an estimated $16K sold.

Smith & Howard Wealth Management first reported a position in AJG in Q4 2013 and held it in 1 quarter. The position peaked at $16K in Q4 2013. 336 funds tracked by Wall St. Rank hold AJG as of Q1 2014.

  • Smith & Howard Wealth Management reported no remaining Arthur J. Gallagher & Co position as of Q1 2014 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 337 Arthur J. Gallagher & Co shares in Q1 2014, an estimated $16K.
  • Smith & Howard Wealth Management first reported a position in Arthur J. Gallagher & Co in Q4 2013 and held it in 1 quarter.
  • Smith & Howard Wealth Management's Arthur J. Gallagher & Co position peaked at $16K in Q4 2013.
  • 336 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2014.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2014, filed 15 May 2014.