Crestwood Advisors Group’s iRobot IRBT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-250	Closed	-$21K	–	289
2017 Q1	$21K	Buy	+250	New	+$14.8K	﹤0.01%	370

Other funds holding IRBT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Crestwood Advisors Group sold out of iRobot (IRBT) in Q2 2017, closing a stake of 250 shares — an estimated $21K sold.

Crestwood Advisors Group first reported a position in IRBT in Q1 2017 and held it in 1 quarter. The position peaked at $21K in Q1 2017. 247 funds tracked by Wall St. Rank hold IRBT as of Q2 2017.

Crestwood Advisors Group reported no remaining iRobot position as of Q2 2017 after selling out during the quarter.
Crestwood Advisors Group sold 250 iRobot shares in Q2 2017, an estimated $21K.
Crestwood Advisors Group first reported a position in iRobot in Q1 2017 and held it in 1 quarter.
Crestwood Advisors Group's iRobot position peaked at $21K in Q1 2017.
247 funds tracked by Wall St. Rank held iRobot as of Q2 2017.

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