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Cypress Wealth Advisors’s Arrow Electronics ARW Stock Holding History

Cypress Wealth Advisors’s Portfolio ARW Stock Details ARW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-2,827
Closed -$208K – 92
2017
Q1 		$208K Hold
2,827
– – 0.09% 196
2016
Q4 		$202K Buy
+2,827
New +$187K 0.09% 191

Other funds holding ARW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Cypress Wealth Advisors's ARW Position: Q2 2017 in Review

Cypress Wealth Advisors sold out of Arrow Electronics (ARW) in Q2 2017, closing a stake of 2,827 shares — an estimated $208K sold.

Cypress Wealth Advisors first reported a position in ARW in Q4 2016 and held it in 2 quarters. The position peaked at $208K in Q1 2017. 351 funds tracked by Wall St. Rank hold ARW as of Q2 2017.

  • Cypress Wealth Advisors reported no remaining Arrow Electronics position as of Q2 2017 after selling out during the quarter.
  • Cypress Wealth Advisors sold 2,827 Arrow Electronics shares in Q2 2017, an estimated $208K.
  • Cypress Wealth Advisors first reported a position in Arrow Electronics in Q4 2016 and held it in 2 quarters.
  • Cypress Wealth Advisors's Arrow Electronics position peaked at $208K in Q1 2017.
  • 351 funds tracked by Wall St. Rank held Arrow Electronics as of Q2 2017.

Based on Cypress Wealth Advisors's 13F filing for Q2 2017, filed 16 Aug 2017.