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TRUE Private Wealth Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

TRUE Private Wealth 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
2018
Q4 		– Sell
-711
Closed -$52.9K – 243
2018
Q3 		$52.9K Buy
+711
New +$51K 0.01% 451

Other funds holding AJG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TRUE Private Wealth Advisors's AJG Position: Q4 2018 in Review

TRUE Private Wealth Advisors sold out of Arthur J. Gallagher & Co (AJG) in Q4 2018, closing a stake of 711 shares — an estimated $52.9K sold.

TRUE Private Wealth Advisors first reported a position in AJG in Q3 2018 and held it in 1 quarter. The position peaked at $52.9K in Q3 2018. 601 funds tracked by Wall St. Rank hold AJG as of Q4 2018.

  • TRUE Private Wealth Advisors reported no remaining Arthur J. Gallagher & Co position as of Q4 2018 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 711 Arthur J. Gallagher & Co shares in Q4 2018, an estimated $52.9K.
  • TRUE Private Wealth Advisors first reported a position in Arthur J. Gallagher & Co in Q3 2018 and held it in 1 quarter.
  • TRUE Private Wealth Advisors's Arthur J. Gallagher & Co position peaked at $52.9K in Q3 2018.
  • 601 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2018.

Based on TRUE Private Wealth Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.