WA
DWAT

WFG Advisors’s Arrow Investments Trust Arrow DWA Tactical ETF DWAT Stock Holding History

WFG Advisors’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
2016
Q2 		– Sell
-3,303
Closed -$33K – 1593
2016
Q1 		$33K Sell
3,303
-4,505
-58% -$43.3K 0.01% 772
2015
Q4 		$77K Sell
7,808
-7,409
-49% -$73.3K 0.02% 539
2015
Q3 		$145K Sell
15,217
-15,019
-50% -$153K 0.05% 362
2015
Q2 		$314K Sell
30,236
-7,567
-20% -$80.1K 0.09% 237
2015
Q1 		$403K Buy
37,803
+13,103
+53% +$139K 0.11% 203
2014
Q4 		$259K Buy
+24,700
New +$252K 0.05% 361

Other funds holding DWAT

CWM
Concert Wealth Management San Jose, California $24.7M AUM 14.91% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return

WFG Advisors's DWAT Position: Q2 2016 in Review

WFG Advisors sold out of Arrow Investments Trust Arrow DWA Tactical ETF (DWAT) in Q2 2016, closing a stake of 3,303 shares — an estimated $33K sold.

WFG Advisors first reported a position in DWAT in Q4 2014 and held it in 6 quarters. The position peaked at $403K in Q1 2015. 9 funds tracked by Wall St. Rank hold DWAT as of Q2 2016.

  • WFG Advisors reported no remaining Arrow Investments Trust Arrow DWA Tactical ETF position as of Q2 2016 after selling out during the quarter.
  • WFG Advisors sold 3,303 Arrow Investments Trust Arrow DWA Tactical ETF shares in Q2 2016, an estimated $33K.
  • WFG Advisors first reported a position in Arrow Investments Trust Arrow DWA Tactical ETF in Q4 2014 and held it in 6 quarters.
  • WFG Advisors's Arrow Investments Trust Arrow DWA Tactical ETF position peaked at $403K in Q1 2015.
  • 9 funds tracked by Wall St. Rank held Arrow Investments Trust Arrow DWA Tactical ETF as of Q2 2016.

Based on WFG Advisors's 13F filing for Q2 2016, filed 11 Aug 2016.