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Crestwood Advisors Group’s iShares US Utilities ETF IDU Stock Holding History

Crestwood Advisors Group’s Portfolio IDU Stock Details IDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-400
Closed -$26K – 281
2017
Q1 		$26K Buy
+400
New +$25K ﹤0.01% 341

Other funds holding IDU

DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Crestwood Advisors Group sold out of iShares US Utilities ETF (IDU) in Q2 2017, closing a stake of 400 shares — an estimated $26K sold.

Crestwood Advisors Group first reported a position in IDU in Q1 2017 and held it in 1 quarter. The position peaked at $26K in Q1 2017. 141 funds tracked by Wall St. Rank hold IDU as of Q2 2017.

  • Crestwood Advisors Group reported no remaining iShares US Utilities ETF position as of Q2 2017 after selling out during the quarter.
  • Crestwood Advisors Group sold 400 iShares US Utilities ETF shares in Q2 2017, an estimated $26K.
  • Crestwood Advisors Group first reported a position in iShares US Utilities ETF in Q1 2017 and held it in 1 quarter.
  • Crestwood Advisors Group's iShares US Utilities ETF position peaked at $26K in Q1 2017.
  • 141 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2017.

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