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Crestwood Advisors Group’s State Street SPDR S&P China ETF GXC Stock Holding History

Crestwood Advisors Group’s Portfolio GXC Stock Details GXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-716
Closed -$60K – 267
2017
Q1 		$60K Buy
+716
New +$56.8K 0.01% 234

Other funds holding GXC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

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

Crestwood Advisors Group sold out of State Street SPDR S&P China ETF (GXC) in Q2 2017, closing a stake of 716 shares — an estimated $60K sold.

Crestwood Advisors Group first reported a position in GXC in Q1 2017 and held it in 1 quarter. The position peaked at $60K in Q1 2017. 82 funds tracked by Wall St. Rank hold GXC as of Q2 2017.

  • Crestwood Advisors Group reported no remaining State Street SPDR S&P China ETF position as of Q2 2017 after selling out during the quarter.
  • Crestwood Advisors Group sold 716 State Street SPDR S&P China ETF shares in Q2 2017, an estimated $60K.
  • Crestwood Advisors Group first reported a position in State Street SPDR S&P China ETF in Q1 2017 and held it in 1 quarter.
  • Crestwood Advisors Group's State Street SPDR S&P China ETF position peaked at $60K in Q1 2017.
  • 82 funds tracked by Wall St. Rank held State Street SPDR S&P China ETF as of Q2 2017.

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