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Crestwood Advisors Group’s iRhythm Holdings IRTC Stock Holding History

Crestwood Advisors Group’s Portfolio IRTC Stock Details IRTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-112
Closed -$4K – 290
2017
Q1 		$4K Buy
+112
New +$3.85K ﹤0.01% 489

Other funds holding IRTC

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
NLVP
New Leaf Venture Partners New York $43M AUM 25.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Crestwood Advisors Group sold out of iRhythm Holdings (IRTC) in Q2 2017, closing a stake of 112 shares — an estimated $4K sold.

Crestwood Advisors Group first reported a position in IRTC in Q1 2017 and held it in 1 quarter. The position peaked at $4K in Q1 2017. 100 funds tracked by Wall St. Rank hold IRTC as of Q2 2017.

  • Crestwood Advisors Group reported no remaining iRhythm Holdings position as of Q2 2017 after selling out during the quarter.
  • Crestwood Advisors Group sold 112 iRhythm Holdings shares in Q2 2017, an estimated $4K.
  • Crestwood Advisors Group first reported a position in iRhythm Holdings in Q1 2017 and held it in 1 quarter.
  • Crestwood Advisors Group's iRhythm Holdings position peaked at $4K in Q1 2017.
  • 100 funds tracked by Wall St. Rank held iRhythm Holdings as of Q2 2017.

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