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Crestwood Advisors Group’s NeoGenomics NEO Stock Holding History

Crestwood Advisors Group’s Portfolio NEO Stock Details NEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-830
Closed -$6K – 337
2017
Q1 		$6K Buy
+830
New +$6.76K ﹤0.01% 464

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Vanguard Group
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FLAM
First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.89B AUM 151.53% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
GIP
Granite Investment Partners El Segundo, California $1.95B AUM 49.89% 1-Year Est. Return
CPA
Cowen Prime Advisors New York $290M AUM 57.8% 1-Year Est. Return

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

Crestwood Advisors Group sold out of NeoGenomics (NEO) in Q2 2017, closing a stake of 830 shares — an estimated $6K sold.

Crestwood Advisors Group first reported a position in NEO in Q1 2017 and held it in 1 quarter. The position peaked at $6K in Q1 2017. 134 funds tracked by Wall St. Rank hold NEO as of Q2 2017.

  • Crestwood Advisors Group reported no remaining NeoGenomics position as of Q2 2017 after selling out during the quarter.
  • Crestwood Advisors Group sold 830 NeoGenomics shares in Q2 2017, an estimated $6K.
  • Crestwood Advisors Group first reported a position in NeoGenomics in Q1 2017 and held it in 1 quarter.
  • Crestwood Advisors Group's NeoGenomics position peaked at $6K in Q1 2017.
  • 134 funds tracked by Wall St. Rank held NeoGenomics as of Q2 2017.

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