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Arrow Financial’s iShares Global Materials ETF MXI Stock Holding History

Arrow Financial’s Portfolio MXI Stock Details MXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-100
Closed -$6K – 355
2014
Q1 		$6K Hold
100
– – ﹤0.01% 309
2013
Q4 		$6K Hold
100
– – ﹤0.01% 293
2013
Q3 		$6K Hold
100
– – ﹤0.01% 286
2013
Q2 		$5K Buy
+100
New +$5.78K ﹤0.01% 296

Other funds holding MXI

EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TTSTC
Texas Treasury Safekeeping Trust Company Austin, Texas $628M AUM 15.58% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
CWM
Cranbrook Wealth Management Bloomfield Hills, Michigan $492M AUM 14.37% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Arrow Financial's MXI Position: Q2 2014 in Review

Arrow Financial sold out of iShares Global Materials ETF (MXI) in Q2 2014, closing a stake of 100 shares — an estimated $6K sold.

Arrow Financial first reported a position in MXI in Q2 2013 and held it in 4 quarters. The position peaked at $6K in Q1 2014. 66 funds tracked by Wall St. Rank hold MXI as of Q2 2014.

  • Arrow Financial reported no remaining iShares Global Materials ETF position as of Q2 2014 after selling out during the quarter.
  • Arrow Financial sold 100 iShares Global Materials ETF shares in Q2 2014, an estimated $6K.
  • Arrow Financial first reported a position in iShares Global Materials ETF in Q2 2013 and held it in 4 quarters.
  • Arrow Financial's iShares Global Materials ETF position peaked at $6K in Q1 2014.
  • 66 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q2 2014.

Based on Arrow Financial's 13F filing for Q2 2014, filed 30 Jul 2014.