TA
AJG icon

Townsend & Associates’s Arthur J. Gallagher & Co AJG Stock Holding History

Townsend & Associates’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
2018
Q2 		– Sell
-1,795
Closed -$123K – 159
2018
Q1 		$123K Buy
+1,795
New +$121K 0.1% 80

Other funds holding AJG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Townsend & Associates's AJG Position: Q2 2018 in Review

Townsend & Associates sold out of Arthur J. Gallagher & Co (AJG) in Q2 2018, closing a stake of 1,795 shares — an estimated $123K sold.

Townsend & Associates first reported a position in AJG in Q1 2018 and held it in 1 quarter. The position peaked at $123K in Q1 2018. 585 funds tracked by Wall St. Rank hold AJG as of Q2 2018.

  • Townsend & Associates reported no remaining Arthur J. Gallagher & Co position as of Q2 2018 after selling out during the quarter.
  • Townsend & Associates sold 1,795 Arthur J. Gallagher & Co shares in Q2 2018, an estimated $123K.
  • Townsend & Associates first reported a position in Arthur J. Gallagher & Co in Q1 2018 and held it in 1 quarter.
  • Townsend & Associates's Arthur J. Gallagher & Co position peaked at $123K in Q1 2018.
  • 585 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2018.

Based on Townsend & Associates's 13F filing for Q2 2018, filed 19 Jul 2018.