CAG
DBS

Crestwood Advisors Group’s Invesco DB Silver Fund DBS Stock Holding History

Crestwood Advisors Group’s Portfolio DBS Stock Details DBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-2,075
Closed -$54K – 458
2017
Q1 		$54K Buy
+2,075
New +$56.4K ﹤0.01% 250

Other funds holding DBS

VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

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

Crestwood Advisors Group sold out of Invesco DB Silver Fund (DBS) in Q2 2017, closing a stake of 2,075 shares — an estimated $54K sold.

Crestwood Advisors Group first reported a position in DBS in Q1 2017 and held it in 1 quarter. The position peaked at $54K in Q1 2017. 14 funds tracked by Wall St. Rank hold DBS as of Q2 2017.

  • Crestwood Advisors Group reported no remaining Invesco DB Silver Fund position as of Q2 2017 after selling out during the quarter.
  • Crestwood Advisors Group sold 2,075 Invesco DB Silver Fund shares in Q2 2017, an estimated $54K.
  • Crestwood Advisors Group first reported a position in Invesco DB Silver Fund in Q1 2017 and held it in 1 quarter.
  • Crestwood Advisors Group's Invesco DB Silver Fund position peaked at $54K in Q1 2017.
  • 14 funds tracked by Wall St. Rank held Invesco DB Silver Fund as of Q2 2017.

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