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Holistic Financial Partners’s Arrow Electronics ARW Stock Holding History

Holistic Financial Partners’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
2018
Q2 		– Sell
-70
Closed -$5K – 55
2018
Q1 		$5K Hold
70
– – ﹤0.01% 366
2017
Q4 		$6K Buy
+70
New +$5.63K ﹤0.01% 361

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
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Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Holistic Financial Partners's ARW Position: Q2 2018 in Review

Holistic Financial Partners sold out of Arrow Electronics (ARW) in Q2 2018, closing a stake of 70 shares — an estimated $5K sold.

Holistic Financial Partners first reported a position in ARW in Q4 2017 and held it in 2 quarters. The position peaked at $6K in Q4 2017. 370 funds tracked by Wall St. Rank hold ARW as of Q2 2018.

  • Holistic Financial Partners reported no remaining Arrow Electronics position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 70 Arrow Electronics shares in Q2 2018, an estimated $5K.
  • Holistic Financial Partners first reported a position in Arrow Electronics in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's Arrow Electronics position peaked at $6K in Q4 2017.
  • 370 funds tracked by Wall St. Rank held Arrow Electronics as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.