WealthTrust-Arizona’s Arthur J. Gallagher & Co AJG Stock Holding History

WealthTrust-Arizona’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	$17K	Buy	233 +6	+3%	+$448	0.01%	293
2018 Q3	$17K	Hold	227	–	–	0.01%	313
2018 Q2	$15K	Sell	227 -38	-14%	-$2.57K	0.01%	320
2018 Q1	$18K	Hold	265	–	–	0.01%	295
2017 Q4	$17K	Sell	265 -143	-35%	-$9.13K	0.01%	312
2017 Q3	$25K	Sell	408 -55	-12%	-$3.24K	0.01%	237
2017 Q2	$27K	Hold	463	–	–	0.01%	222
2017 Q1	$26K	Hold	463	–	–	0.01%	217
2016 Q4	$24K	Hold	463	–	–	0.01%	225
2016 Q3	$24K	Hold	463	–	–	0.01%	218
2016 Q2	$22K	Hold	463	–	–	0.01%	222
2016 Q1	$21K	Buy	463 +51	+12%	+$2.04K	0.01%	222
2015 Q4	$17K	Hold	412	–	–	0.01%	284
2015 Q3	$17K	Hold	412	–	–	0.01%	286
2015 Q2	$19K	Buy	412 +131	+47%	+$6.31K	0.01%	293
2015 Q1	$13K	Buy	+281	New	+$13.1K	0.01%	364

Other funds holding AJG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

WealthTrust-Arizona's AJG Position: Q4 2018 in Review

WealthTrust-Arizona increased its Arthur J. Gallagher & Co (AJG) stake by 2.6% in Q4 2018, buying an estimated $448 and bringing the position to 233 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #293.

WealthTrust-Arizona first reported a position in AJG in Q1 2015 and has held it in 16 quarters since. The position peaked at $27K in Q2 2017. 603 funds tracked by Wall St. Rank hold AJG as of Q4 2018.

WealthTrust-Arizona held 233 shares of Arthur J. Gallagher & Co worth $17K as of Q4 2018.
WealthTrust-Arizona bought 6 Arthur J. Gallagher & Co shares in Q4 2018, an estimated $448.
Arthur J. Gallagher & Co made up 0.01% of WealthTrust-Arizona's portfolio in Q4 2018, its #293 holding.
WealthTrust-Arizona first reported a position in Arthur J. Gallagher & Co in Q1 2015 and has held it in 16 quarters since.
WealthTrust-Arizona's Arthur J. Gallagher & Co position peaked at $27K in Q2 2017.
603 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.