ARROW FINANCIAL CORP

Q2 2014 13F-HR Holdings

Location
Glens Falls, NY
Holdings as of
6/30/2014
Date filed
7/30/2014
Form type
13F-HR
Num holdings
349
Total value ($000)
$369,955
Net value change ($000)
+17,695 (5.0%)
New positions
17
Sold out positions
23
Turnover %
4.4%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Snapshot: Change Analysis

Compared to Q1 2014
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPDR SERIES TRUST 7,822 NEW
ALPHABET INC CL C 3,888 NEW
AAPL 1,593 21.0%
CMG 1,540 NEW
ACTAVIS INC 1,185 91.2%
AGG 744 NEW
LUV 683 130.3%
PH 645 197.2%
SLB 632 21.1%
AMZN 600 11.5%
Top Reduces (Value $000, Stocks/ETFs)
Alphabet Inc. Class C -3,675 -47.4%
J -1,091 -75.2%
KBH -1,038 -64.6%
GM -1,013 -42.5%
AROW -1,007 -2.8%
ETN -823 -62.3%
BIIB -810 -37.2%
EBAY -768 -27.0%
BROADCOM CORP -747 -94.2%
CHUBB CORPORATION -668 -66.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type