Crestwood Advisors Group’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-35,000	Closed	-$999K	–	199
2017 Q3	$999K	Buy	+35,000	New	+$1M	0.09%	76

Other funds holding HYMB

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

VCM

Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Crestwood Advisors Group's HYMB Position: Q4 2017 in Review

Crestwood Advisors Group sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q4 2017, closing a stake of 35,000 shares — an estimated $999K sold.

Crestwood Advisors Group first reported a position in HYMB in Q3 2017 and held it in 1 quarter. The position peaked at $999K in Q3 2017. 126 funds tracked by Wall St. Rank hold HYMB as of Q4 2017.

Crestwood Advisors Group reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q4 2017 after selling out during the quarter.
Crestwood Advisors Group sold 35,000 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q4 2017, an estimated $999K.
Crestwood Advisors Group first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q3 2017 and held it in 1 quarter.
Crestwood Advisors Group's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $999K in Q3 2017.
126 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q4 2017.

Based on Crestwood Advisors Group's 13F filing for Q4 2017, filed 11 Jan 2018.