EWM
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Evercore Wealth Management’s Arrow Financial AROW Stock Holding History

Evercore 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
2015
Q3 		– Sell
-552
Closed -$12K – 955
2015
Q2 		$12K Buy
+552
New +$11.3K ﹤0.01% 867

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Evercore Wealth Management's AROW Position: Q3 2015 in Review

Evercore Wealth Management sold out of Arrow Financial (AROW) in Q3 2015, closing a stake of 552 shares — an estimated $12K sold.

Evercore Wealth Management first reported a position in AROW in Q2 2015 and held it in 1 quarter. The position peaked at $12K in Q2 2015. 74 funds tracked by Wall St. Rank hold AROW as of Q3 2015.

  • Evercore Wealth Management reported no remaining Arrow Financial position as of Q3 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 552 Arrow Financial shares in Q3 2015, an estimated $12K.
  • Evercore Wealth Management first reported a position in Arrow Financial in Q2 2015 and held it in 1 quarter.
  • Evercore Wealth Management's Arrow Financial position peaked at $12K in Q2 2015.
  • 74 funds tracked by Wall St. Rank held Arrow Financial as of Q3 2015.

Based on Evercore Wealth Management's 13F filing for Q3 2015, filed 16 Nov 2015.