Integrated Wealth Management (Palm Desert)’s Arrow Electronics ARW Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016 Q4	–	Sell	-24	Closed	-$2K	–	280
2016 Q3	$2K	Hold	24	–	–	﹤0.01%	1041
2016 Q2	$1K	Hold	24	–	–	﹤0.01%	1148
2016 Q1	$2K	Hold	24	–	–	﹤0.01%	975
2015 Q4	$1K	Hold	24	–	–	﹤0.01%	1157
2015 Q3	$1K	Sell	24 -37	-61%	-$2.05K	﹤0.01%	1173
2015 Q2	$3K	Buy	61 +37	+154%	+$2.25K	﹤0.01%	1034
2015 Q1	$1K	Buy	+24	New	+$1.43K	﹤0.01%	1161

Other funds holding ARW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s ARW Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Arrow Electronics (ARW) in Q4 2016, closing a stake of 24 shares — an estimated $2K sold.

Integrated Wealth Management (Palm Desert) first reported a position in ARW in Q1 2015 and held it in 7 quarters. The position peaked at $3K in Q2 2015. 368 funds tracked by Wall St. Rank hold ARW as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Arrow Electronics position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 24 Arrow Electronics shares in Q4 2016, an estimated $2K.
Integrated Wealth Management (Palm Desert) first reported a position in Arrow Electronics in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Arrow Electronics position peaked at $3K in Q2 2015.
368 funds tracked by Wall St. Rank held Arrow Electronics as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.