Crestwood Advisors Group’s Eaton Vance Corp. EV Stock Holding History

Crestwood Advisors Group’s Portfolio EV Stock Details EV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-125	Closed	-$5K	–	471
2017 Q1	$5K	Buy	+125	New	+$5.54K	﹤0.01%	484

Other funds holding EV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

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

Crestwood Advisors Group sold out of Eaton Vance Corp. (EV) in Q2 2017, closing a stake of 125 shares — an estimated $5K sold.

Crestwood Advisors Group first reported a position in EV in Q1 2017 and held it in 1 quarter. The position peaked at $5K in Q1 2017. 370 funds tracked by Wall St. Rank hold EV as of Q2 2017.

Crestwood Advisors Group reported no remaining Eaton Vance Corp. position as of Q2 2017 after selling out during the quarter.
Crestwood Advisors Group sold 125 Eaton Vance Corp. shares in Q2 2017, an estimated $5K.
Crestwood Advisors Group first reported a position in Eaton Vance Corp. in Q1 2017 and held it in 1 quarter.
Crestwood Advisors Group's Eaton Vance Corp. position peaked at $5K in Q1 2017.
370 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q2 2017.

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