ARDEN TRUST COMPANY

WILMINGTON, DE Trust How do I update this listing?

Arden Trust Company is based out of Wilmington. Their last reported 13F filing for Q3 2019 included $613,463,000 in managed 13F securities and a top 10 holdings concentration of 35.34%. Arden Trust Company's largest holding is Vanguard Total Stock Market ETF with shares held of 522,288. Whalewisdom has at least 2 13F filings

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $613.463 Million
  • Prior Market Value $592.105 Million
  • New Purchases38 stocks
  • Additional Purchases65 stocks
  • Sold out of24 stocks
  • Reduced holdings in226 stocks
  • Top 10 Holdings % 35.34 %
  • Turnover % [1]:17.27%
  • Turnover Alt % [2]: 13.87 %
  • Time Held Top20:0.75 quarters
  • Time Held Top10:0.70 quarters
  • Time Held All:0.89 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-08-14

Performance for Q2 2019: -1.63%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)

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