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Omnia Family Wealth’s Arrow Electronics ARW Stock Holding History

Omnia Family Wealth’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
-74
Closed -$5K – 709
2017
Q1 		$5K Buy
+74
New +$5.42K ﹤0.01% 362

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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

Omnia Family Wealth's ARW Position: Q2 2017 in Review

Omnia Family Wealth sold out of Arrow Electronics (ARW) in Q2 2017, closing a stake of 74 shares — an estimated $5K sold.

Omnia Family Wealth first reported a position in ARW in Q1 2017 and held it in 1 quarter. The position peaked at $5K in Q1 2017. 351 funds tracked by Wall St. Rank hold ARW as of Q2 2017.

  • Omnia Family Wealth reported no remaining Arrow Electronics position as of Q2 2017 after selling out during the quarter.
  • Omnia Family Wealth sold 74 Arrow Electronics shares in Q2 2017, an estimated $5K.
  • Omnia Family Wealth first reported a position in Arrow Electronics in Q1 2017 and held it in 1 quarter.
  • Omnia Family Wealth's Arrow Electronics position peaked at $5K in Q1 2017.
  • 351 funds tracked by Wall St. Rank held Arrow Electronics as of Q2 2017.

Based on Omnia Family Wealth's 13F filing for Q2 2017, filed 10 Aug 2017.