Crestwood Advisors Group
AGTC

Crestwood Advisors Group’s Applied Genetic Technologies Corporation AGTC Stock Holding History

Crestwood Advisors Group’s Portfolio AGTC Stock Details AGTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-4,856
Closed -$5K – 461
2017
Q1 		$5K Buy
+4,856
New +$37.9K ﹤0.01% 483

Other funds holding AGTC

IVM
InterWest Venture Management San Francisco, California $20.6M AUM 48.5% 1-Year Est. Return
Numeric Investors
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DCM
DAFNA Capital Management Los Angeles, California $524M AUM 164.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Crestwood Advisors Group's AGTC Position: Q2 2017 in Review

Crestwood Advisors Group sold out of Applied Genetic Technologies Corporation (AGTC) in Q2 2017, closing a stake of 4,856 shares — an estimated $5K sold.

Crestwood Advisors Group first reported a position in AGTC in Q1 2017 and held it in 1 quarter. The position peaked at $5K in Q1 2017. 77 funds tracked by Wall St. Rank hold AGTC as of Q2 2017.

  • Crestwood Advisors Group reported no remaining Applied Genetic Technologies Corporation position as of Q2 2017 after selling out during the quarter.
  • Crestwood Advisors Group sold 4,856 Applied Genetic Technologies Corporation shares in Q2 2017, an estimated $5K.
  • Crestwood Advisors Group first reported a position in Applied Genetic Technologies Corporation in Q1 2017 and held it in 1 quarter.
  • Crestwood Advisors Group's Applied Genetic Technologies Corporation position peaked at $5K in Q1 2017.
  • 77 funds tracked by Wall St. Rank held Applied Genetic Technologies Corporation as of Q2 2017.

Based on Crestwood Advisors Group's 13F filing for Q2 2017, filed 31 Jul 2017.