United Capital Financial Advisors’s Arrow Financial AROW Stock Holding History

United Capital Financial Advisors’s Portfolio AROW Stock Details AROW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-16,038	Closed	-$428K	–	1253
2016 Q3	$428K	Sell	16,038 -1	-0%	-$25	﹤0.01%	1002
2016 Q2	$380K	Hold	16,039	–	–	﹤0.01%	977
2016 Q1	$336K	Hold	16,039	–	–	﹤0.01%	977
2015 Q4	$344K	Hold	16,039	–	–	﹤0.01%	978
2015 Q3	$338K	Hold	16,039	–	–	﹤0.01%	1025
2015 Q2	$336K	Hold	16,039	–	–	﹤0.01%	1048
2015 Q1	$323K	Hold	16,039	–	–	﹤0.01%	1045
2014 Q4	$341K	Hold	16,039	–	–	0.01%	931
2014 Q3	$311K	Hold	16,039	–	–	0.01%	925
2014 Q2	$316K	Hold	16,039	–	–	0.01%	742
2014 Q1	$322K	Hold	16,039	–	–	0.01%	765
2013 Q4	$323K	Hold	16,039	–	–	0.01%	515
2013 Q3	$309K	Sell	16,039 -1	-0%	-$19	0.01%	552
2013 Q2	$295K	Buy	+16,040	New	+$292K	0.01%	601

Other funds holding AROW

Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

United Capital Financial Advisors's AROW Position: Q4 2016 in Review

United Capital Financial Advisors sold out of Arrow Financial (AROW) in Q4 2016, closing a stake of 16,038 shares — an estimated $428K sold.

United Capital Financial Advisors first reported a position in AROW in Q2 2013 and held it in 14 quarters. The position peaked at $428K in Q3 2016. 91 funds tracked by Wall St. Rank hold AROW as of Q4 2016.

United Capital Financial Advisors reported no remaining Arrow Financial position as of Q4 2016 after selling out during the quarter.
United Capital Financial Advisors sold 16,038 Arrow Financial shares in Q4 2016, an estimated $428K.
United Capital Financial Advisors first reported a position in Arrow Financial in Q2 2013 and held it in 14 quarters.
United Capital Financial Advisors's Arrow Financial position peaked at $428K in Q3 2016.
91 funds tracked by Wall St. Rank held Arrow Financial as of Q4 2016.

Based on United Capital Financial Advisors's 13F filing for Q4 2016, filed 15 Feb 2017.