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

SVA 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
2015 Q3	–	Sell	-18,616	Closed	-$881K	–	203
2015 Q2	$881K	Buy	18,616 +253	+1%	+$12.2K	0.16%	122
2015 Q1	$858K	Buy	18,363 +4,167	+29%	+$195K	0.16%	128
2014 Q4	$668K	Buy	14,196 +1,063	+8%	+$49.9K	0.24%	96
2014 Q3	$596K	Buy	13,133 +85	+0.7%	+$3.91K	0.25%	91
2014 Q2	$608K	Buy	13,048 +2,108	+19%	+$96.1K	0.26%	85
2014 Q1	$521K	Buy	10,940 +1,810	+20%	+$84.5K	0.25%	94
2013 Q4	$428K	Buy	+9,130	New	+$424K	0.26%	92

Other funds holding AJG

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AIM

abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return

SVA Wealth Management's AJG Position: Q3 2015 in Review

SVA Wealth Management sold out of Arthur J. Gallagher & Co (AJG) in Q3 2015, closing a stake of 18,616 shares — an estimated $881K sold.

SVA Wealth Management first reported a position in AJG in Q4 2013 and held it in 7 quarters. The position peaked at $881K in Q2 2015. 405 funds tracked by Wall St. Rank hold AJG as of Q3 2015.

SVA Wealth Management reported no remaining Arthur J. Gallagher & Co position as of Q3 2015 after selling out during the quarter.
SVA Wealth Management sold 18,616 Arthur J. Gallagher & Co shares in Q3 2015, an estimated $881K.
SVA Wealth Management first reported a position in Arthur J. Gallagher & Co in Q4 2013 and held it in 7 quarters.
SVA Wealth Management's Arthur J. Gallagher & Co position peaked at $881K in Q2 2015.
405 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2015.

Based on SVA Wealth Management's 13F filing for Q3 2015, filed 12 Nov 2015.