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Crestwood Advisors Group’s iShares MSCI Israel ETF EIS Stock Holding History

Crestwood Advisors Group’s Portfolio EIS Stock Details EIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-480
Closed -$25K – 235
2017
Q1 		$25K Buy
+480
New +$23.8K ﹤0.01% 348

Other funds holding EIS

X
Xponance Philadelphia, Pennsylvania $16.3B AUM 44.61% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Axa
Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Crestwood Advisors Group sold out of iShares MSCI Israel ETF (EIS) in Q2 2017, closing a stake of 480 shares — an estimated $25K sold.

Crestwood Advisors Group first reported a position in EIS in Q1 2017 and held it in 1 quarter. The position peaked at $25K in Q1 2017. 50 funds tracked by Wall St. Rank hold EIS as of Q2 2017.

  • Crestwood Advisors Group reported no remaining iShares MSCI Israel ETF position as of Q2 2017 after selling out during the quarter.
  • Crestwood Advisors Group sold 480 iShares MSCI Israel ETF shares in Q2 2017, an estimated $25K.
  • Crestwood Advisors Group first reported a position in iShares MSCI Israel ETF in Q1 2017 and held it in 1 quarter.
  • Crestwood Advisors Group's iShares MSCI Israel ETF position peaked at $25K in Q1 2017.
  • 50 funds tracked by Wall St. Rank held iShares MSCI Israel ETF as of Q2 2017.

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