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Crestwood Advisors Group’s Barron's 400 ETF BFOR Stock Holding History

Crestwood Advisors Group’s Portfolio BFOR Stock Details BFOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-2,600
Closed -$24K – 186
2017
Q1 		$24K Buy
+2,600
New +$23.4K ﹤0.01% 353

Other funds holding BFOR

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WA
WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

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

Crestwood Advisors Group sold out of Barron's 400 ETF (BFOR) in Q2 2017, closing a stake of 2,600 shares — an estimated $24K sold.

Crestwood Advisors Group first reported a position in BFOR in Q1 2017 and held it in 1 quarter. The position peaked at $24K in Q1 2017. 24 funds tracked by Wall St. Rank hold BFOR as of Q2 2017.

  • Crestwood Advisors Group reported no remaining Barron's 400 ETF position as of Q2 2017 after selling out during the quarter.
  • Crestwood Advisors Group sold 2,600 Barron's 400 ETF shares in Q2 2017, an estimated $24K.
  • Crestwood Advisors Group first reported a position in Barron's 400 ETF in Q1 2017 and held it in 1 quarter.
  • Crestwood Advisors Group's Barron's 400 ETF position peaked at $24K in Q1 2017.
  • 24 funds tracked by Wall St. Rank held Barron's 400 ETF as of Q2 2017.

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