Arrow Financial’s Donaldson DCI Stock Holding History

Arrow Financial’s Portfolio DCI Stock Details DCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-400	Closed	-$20K	–	327
2019 Q2	$20K	Buy	+400	New	+$20.3K	﹤0.01%	270
2019 Q1	–	Sell	-210	Closed	-$9K	–	341
2018 Q4	$9K	Hold	210	–	–	﹤0.01%	302
2018 Q3	$12K	Hold	210	–	–	﹤0.01%	302
2018 Q2	$9K	Hold	210	–	–	﹤0.01%	299
2018 Q1	$9K	Hold	210	–	–	﹤0.01%	303
2017 Q4	$10K	Hold	210	–	–	﹤0.01%	284
2017 Q3	$10K	Hold	210	–	–	﹤0.01%	290
2017 Q2	$10K	Hold	210	–	–	﹤0.01%	290
2017 Q1	$10K	Hold	210	–	–	﹤0.01%	291
2016 Q4	$9K	Hold	210	–	–	﹤0.01%	297
2016 Q3	$8K	Hold	210	–	–	﹤0.01%	301
2016 Q2	$7K	Hold	210	–	–	﹤0.01%	305
2016 Q1	$7K	Hold	210	–	–	﹤0.01%	315
2015 Q4	$6K	Hold	210	–	–	﹤0.01%	322
2015 Q3	$6K	Hold	210	–	–	﹤0.01%	303
2015 Q2	$8K	Hold	210	–	–	﹤0.01%	284
2015 Q1	$8K	Hold	210	–	–	﹤0.01%	296
2014 Q4	$8K	Hold	210	–	–	﹤0.01%	296
2014 Q3	$9K	Buy	+210	New	+$8.55K	﹤0.01%	320

Other funds holding DCI

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Franklin Resources

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return