RJA
DWAT

Raymond James & Associates’s Arrow Investments Trust Arrow DWA Tactical ETF DWAT Stock Holding History

Raymond James & Associates’s Portfolio DWAT Stock Details DWAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-12,300
Closed -$139K – 3453
2017
Q3 		$139K Sell
12,300
-1,500
-11% -$16.7K ﹤0.01% 3136
2017
Q2 		$149K Hold
13,800
– – ﹤0.01% 3058
2017
Q1 		$148K Hold
13,800
– – ﹤0.01% 3004
2016
Q4 		$142K Hold
13,800
– – ﹤0.01% 2969
2016
Q3 		$142K Buy
+13,800
New +$144K ﹤0.01% 2940

Other funds holding DWAT

SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James & Associates's DWAT Position: Q4 2017 in Review

Raymond James & Associates sold out of Arrow Investments Trust Arrow DWA Tactical ETF (DWAT) in Q4 2017, closing a stake of 12,300 shares — an estimated $139K sold.

Raymond James & Associates first reported a position in DWAT in Q3 2016 and held it in 5 quarters. The position peaked at $149K in Q2 2017. 9 funds tracked by Wall St. Rank hold DWAT as of Q4 2017.

  • Raymond James & Associates reported no remaining Arrow Investments Trust Arrow DWA Tactical ETF position as of Q4 2017 after selling out during the quarter.
  • Raymond James & Associates sold 12,300 Arrow Investments Trust Arrow DWA Tactical ETF shares in Q4 2017, an estimated $139K.
  • Raymond James & Associates first reported a position in Arrow Investments Trust Arrow DWA Tactical ETF in Q3 2016 and held it in 5 quarters.
  • Raymond James & Associates's Arrow Investments Trust Arrow DWA Tactical ETF position peaked at $149K in Q2 2017.
  • 9 funds tracked by Wall St. Rank held Arrow Investments Trust Arrow DWA Tactical ETF as of Q4 2017.

Based on Raymond James & Associates's 13F filing for Q4 2017, filed 14 Feb 2018.