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Polaris Wealth Advisory Group’s Arrow Electronics ARW Stock Holding History

Polaris Wealth Advisory Group’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
Q1 		– Sell
-25,070
Closed -$2.02M – 456
2017
Q4 		$2.02M Buy
25,070
+5,465
+28% +$439K 0.17% 74
2017
Q3 		$1.58M Buy
19,605
+5,487
+39% +$433K 0.14% 78
2017
Q2 		$1.11M Buy
14,118
+1,989
+16% +$149K 0.13% 74
2017
Q1 		$890K Buy
12,129
+523
+5% +$38.3K 0.1% 80
2016
Q4 		$828K Buy
11,606
+112
+1% +$7.41K 0.1% 76
2016
Q3 		$735K Buy
11,494
+1,210
+12% +$78.1K 0.09% 76
2016
Q2 		$637K Buy
+10,284
New +$653K 0.1% 63

Other funds holding ARW

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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

Polaris Wealth Advisory Group's ARW Position: Q1 2018 in Review

Polaris Wealth Advisory Group sold out of Arrow Electronics (ARW) in Q1 2018, closing a stake of 25,070 shares — an estimated $2.02M sold.

Polaris Wealth Advisory Group first reported a position in ARW in Q2 2016 and held it in 7 quarters. The position peaked at $2.02M in Q4 2017. 390 funds tracked by Wall St. Rank hold ARW as of Q1 2018.

  • Polaris Wealth Advisory Group reported no remaining Arrow Electronics position as of Q1 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 25,070 Arrow Electronics shares in Q1 2018, an estimated $2.02M.
  • Polaris Wealth Advisory Group first reported a position in Arrow Electronics in Q2 2016 and held it in 7 quarters.
  • Polaris Wealth Advisory Group's Arrow Electronics position peaked at $2.02M in Q4 2017.
  • 390 funds tracked by Wall St. Rank held Arrow Electronics as of Q1 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2018, filed 9 Apr 2018.