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Crestwood Advisors Group’s iShares MBS ETF MBB Stock Holding History

Crestwood Advisors Group’s Portfolio MBB Stock Details MBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-1,907
Closed -$206K – 244
2019
Q4 		$206K Buy
+1,907
New +$206K 0.01% 244

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Crestwood Advisors Group's MBB Position: Q1 2020 in Review

Crestwood Advisors Group sold out of iShares MBS ETF (MBB) in Q1 2020, closing a stake of 1,907 shares — an estimated $206K sold.

Crestwood Advisors Group first reported a position in MBB in Q4 2019 and held it in 1 quarter. The position peaked at $206K in Q4 2019. 537 funds tracked by Wall St. Rank hold MBB as of Q1 2020.

  • Crestwood Advisors Group reported no remaining iShares MBS ETF position as of Q1 2020 after selling out during the quarter.
  • Crestwood Advisors Group sold 1,907 iShares MBS ETF shares in Q1 2020, an estimated $206K.
  • Crestwood Advisors Group first reported a position in iShares MBS ETF in Q4 2019 and held it in 1 quarter.
  • Crestwood Advisors Group's iShares MBS ETF position peaked at $206K in Q4 2019.
  • 537 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2020.

Based on Crestwood Advisors Group's 13F filing for Q1 2020, filed 15 May 2020.