Crestwood Advisors Group’s FirstEnergy FE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-1,543	Closed	-$45K	–	250
2017 Q1	$45K	Buy	+1,543	New	+$47.6K	﹤0.01%	275

Other funds holding FE

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

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

Crestwood Advisors Group sold out of FirstEnergy (FE) in Q2 2017, closing a stake of 1,543 shares — an estimated $45K sold.

Crestwood Advisors Group first reported a position in FE in Q1 2017 and held it in 1 quarter. The position peaked at $45K in Q1 2017. 522 funds tracked by Wall St. Rank hold FE as of Q2 2017.

Crestwood Advisors Group reported no remaining FirstEnergy position as of Q2 2017 after selling out during the quarter.
Crestwood Advisors Group sold 1,543 FirstEnergy shares in Q2 2017, an estimated $45K.
Crestwood Advisors Group first reported a position in FirstEnergy in Q1 2017 and held it in 1 quarter.
Crestwood Advisors Group's FirstEnergy position peaked at $45K in Q1 2017.
522 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2017.

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