BWM
AROW icon

BerganKDV Wealth Management’s Arrow Financial AROW Stock Holding History

BerganKDV Wealth Management’s Portfolio AROW Stock Details AROW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-26,353
Closed -$703K – 164
2016
Q3 		$703K Sell
26,353
-817
-3% -$20.7K 0.24% 74
2016
Q2 		$650K Sell
27,170
-5,484
-17% -$123K 0.28% 76
2016
Q1 		$685K Buy
+32,654
New +$682K 0.41% 68

Other funds holding AROW

AF
Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

BerganKDV Wealth Management's AROW Position: Q4 2016 in Review

BerganKDV Wealth Management sold out of Arrow Financial (AROW) in Q4 2016, closing a stake of 26,353 shares — an estimated $703K sold.

BerganKDV Wealth Management first reported a position in AROW in Q1 2016 and held it in 3 quarters. The position peaked at $703K in Q3 2016. 91 funds tracked by Wall St. Rank hold AROW as of Q4 2016.

  • BerganKDV Wealth Management reported no remaining Arrow Financial position as of Q4 2016 after selling out during the quarter.
  • BerganKDV Wealth Management sold 26,353 Arrow Financial shares in Q4 2016, an estimated $703K.
  • BerganKDV Wealth Management first reported a position in Arrow Financial in Q1 2016 and held it in 3 quarters.
  • BerganKDV Wealth Management's Arrow Financial position peaked at $703K in Q3 2016.
  • 91 funds tracked by Wall St. Rank held Arrow Financial as of Q4 2016.

Based on BerganKDV Wealth Management's 13F filing for Q4 2016, filed 9 Feb 2017.