CAG
FBGX

Crestwood Advisors Group’s UBS AG FI Enhanced Large Cap Growth ETN FBGX Stock Holding History

Crestwood Advisors Group’s Portfolio FBGX Stock Details FBGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-866
Closed -$201K – 249
2020
Q1 		$201K Sell
866
-30
-3% -$9.55K 0.01% 207
2019
Q4 		$299K Buy
+896
New +$270K 0.01% 214

Other funds holding FBGX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
ISL
Ingalls & Snyder LLC New York $3.66B AUM 57.76% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
IGGA
Iron Gate Global Advisors Nsl, Utah $1.03B AUM 18.56% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Crestwood Advisors Group's FBGX Position: Q2 2020 in Review

Crestwood Advisors Group sold out of UBS AG FI Enhanced Large Cap Growth ETN (FBGX) in Q2 2020, closing a stake of 866 shares — an estimated $201K sold.

Crestwood Advisors Group first reported a position in FBGX in Q4 2019 and held it in 2 quarters. The position peaked at $299K in Q4 2019. 30 funds tracked by Wall St. Rank hold FBGX as of Q2 2020.

  • Crestwood Advisors Group reported no remaining UBS AG FI Enhanced Large Cap Growth ETN position as of Q2 2020 after selling out during the quarter.
  • Crestwood Advisors Group sold 866 UBS AG FI Enhanced Large Cap Growth ETN shares in Q2 2020, an estimated $201K.
  • Crestwood Advisors Group first reported a position in UBS AG FI Enhanced Large Cap Growth ETN in Q4 2019 and held it in 2 quarters.
  • Crestwood Advisors Group's UBS AG FI Enhanced Large Cap Growth ETN position peaked at $299K in Q4 2019.
  • 30 funds tracked by Wall St. Rank held UBS AG FI Enhanced Large Cap Growth ETN as of Q2 2020.

Based on Crestwood Advisors Group's 13F filing for Q2 2020, filed 14 Aug 2020.