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Crestwood Advisors Group’s Global Partners GLP Stock Holding History

Crestwood Advisors Group’s Portfolio GLP Stock Details GLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-1,268
Closed -$24K – 260
2017
Q1 		$24K Buy
+1,268
New +$25.2K ﹤0.01% 356

Other funds holding GLP

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.83B AUM 34.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

Crestwood Advisors Group sold out of Global Partners (GLP) in Q2 2017, closing a stake of 1,268 shares — an estimated $24K sold.

Crestwood Advisors Group first reported a position in GLP in Q1 2017 and held it in 1 quarter. The position peaked at $24K in Q1 2017. 66 funds tracked by Wall St. Rank hold GLP as of Q2 2017.

  • Crestwood Advisors Group reported no remaining Global Partners position as of Q2 2017 after selling out during the quarter.
  • Crestwood Advisors Group sold 1,268 Global Partners shares in Q2 2017, an estimated $24K.
  • Crestwood Advisors Group first reported a position in Global Partners in Q1 2017 and held it in 1 quarter.
  • Crestwood Advisors Group's Global Partners position peaked at $24K in Q1 2017.
  • 66 funds tracked by Wall St. Rank held Global Partners as of Q2 2017.

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