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Mark Sheptoff Financial Planning’s Arrow Electronics ARW Stock Holding History

Mark Sheptoff Financial Planning’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
Q1 		– Sell
-150
Closed -$8K – 351
2015
Q4 		$8K Buy
+150
New +$8.55K 0.01% 280

Other funds holding ARW

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $580B AUM 38.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock Fund Advisors
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Longview Partners
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Mark Sheptoff Financial Planning's ARW Position: Q1 2016 in Review

Mark Sheptoff Financial Planning sold out of Arrow Electronics (ARW) in Q1 2016, closing a stake of 150 shares — an estimated $8K sold.

Mark Sheptoff Financial Planning first reported a position in ARW in Q4 2015 and held it in 1 quarter. The position peaked at $8K in Q4 2015. 363 funds tracked by Wall St. Rank hold ARW as of Q1 2016.

  • Mark Sheptoff Financial Planning reported no remaining Arrow Electronics position as of Q1 2016 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 150 Arrow Electronics shares in Q1 2016, an estimated $8K.
  • Mark Sheptoff Financial Planning first reported a position in Arrow Electronics in Q4 2015 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Arrow Electronics position peaked at $8K in Q4 2015.
  • 363 funds tracked by Wall St. Rank held Arrow Electronics as of Q1 2016.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2016, filed 9 May 2016.