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Arrow Financial’s United-Guardian UG Stock Holding History

Arrow Financial’s Portfolio UG Stock Details UG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-300
Closed -$7K – 395
2014
Q3 		$7K Buy
+300
New +$7.52K ﹤0.01% 341

Other funds holding UG

GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
NG
Northstar Group New York $707M AUM 11.67% 1-Year Est. Return
PL
Parthenon LLC Louisville, Kentucky $962M AUM 27.46% 1-Year Est. Return
NGA
Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrow Financial's UG Position: Q4 2014 in Review

Arrow Financial sold out of United-Guardian (UG) in Q4 2014, closing a stake of 300 shares — an estimated $7K sold.

Arrow Financial first reported a position in UG in Q3 2014 and held it in 1 quarter. The position peaked at $7K in Q3 2014. 31 funds tracked by Wall St. Rank hold UG as of Q4 2014.

  • Arrow Financial reported no remaining United-Guardian position as of Q4 2014 after selling out during the quarter.
  • Arrow Financial sold 300 United-Guardian shares in Q4 2014, an estimated $7K.
  • Arrow Financial first reported a position in United-Guardian in Q3 2014 and held it in 1 quarter.
  • Arrow Financial's United-Guardian position peaked at $7K in Q3 2014.
  • 31 funds tracked by Wall St. Rank held United-Guardian as of Q4 2014.

Based on Arrow Financial's 13F filing for Q4 2014, filed 22 Jan 2015.