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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 $4.28B AUM 19.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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.