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Crestwood Advisors Group’s VanEck Intermediate Muni ETF ITM Stock Holding History

Crestwood Advisors Group’s Portfolio ITM Stock Details ITM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-794
Closed -$38K – 292
2017
Q1 		$38K Buy
+794
New +$37.1K ﹤0.01% 295

Other funds holding ITM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HIM
Hanlon Investment Management Egg Harbor Township, New Jersey $181M AUM 27.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Crestwood Advisors Group sold out of VanEck Intermediate Muni ETF (ITM) in Q2 2017, closing a stake of 794 shares — an estimated $38K sold.

Crestwood Advisors Group first reported a position in ITM in Q1 2017 and held it in 1 quarter. The position peaked at $38K in Q1 2017. 125 funds tracked by Wall St. Rank hold ITM as of Q2 2017.

  • Crestwood Advisors Group reported no remaining VanEck Intermediate Muni ETF position as of Q2 2017 after selling out during the quarter.
  • Crestwood Advisors Group sold 794 VanEck Intermediate Muni ETF shares in Q2 2017, an estimated $38K.
  • Crestwood Advisors Group first reported a position in VanEck Intermediate Muni ETF in Q1 2017 and held it in 1 quarter.
  • Crestwood Advisors Group's VanEck Intermediate Muni ETF position peaked at $38K in Q1 2017.
  • 125 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2017.

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