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

Stifel 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
2014
Q3 		$6K Hold
112
– – ﹤0.01% 462
2014
Q2 		$6K Hold
112
– – ﹤0.01% 402
2014
Q1 		$6K Hold
112
– – ﹤0.01% 422
2013
Q4 		$6K Hold
112
– – ﹤0.01% 412
2013
Q3 		$5K Hold
112
– – ﹤0.01% 420
2013
Q2 		$5K Buy
+112
New +$4.85K ﹤0.01% 417

Other funds holding AJG

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

Stifel Trust's AJG Position: Q3 2014 in Review

Stifel Trust held its Arthur J. Gallagher & Co (AJG) position steady in Q3 2014 at 112 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #462.

Stifel Trust first reported a position in AJG in Q2 2013 and has held it in 6 quarters since. 363 funds tracked by Wall St. Rank hold AJG as of Q3 2014.

  • Stifel Trust held 112 shares of Arthur J. Gallagher & Co worth $6K as of Q3 2014.
  • Stifel Trust left its Arthur J. Gallagher & Co share count unchanged in Q3 2014.
  • Arthur J. Gallagher & Co made up ﹤0.01% of Stifel Trust's portfolio in Q3 2014, its #462 holding.
  • Stifel Trust first reported a position in Arthur J. Gallagher & Co in Q2 2013 and has held it in 6 quarters since.
  • 363 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2014.

Based on Stifel Trust's 13F filing for Q3 2014, filed 14 Nov 2014.