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Crestwood Advisors Group’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Crestwood Advisors Group’s Portfolio PDP Stock Details PDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-667
Closed -$31K – 363
2017
Q1 		$31K Buy
+667
New +$29.4K ﹤0.01% 324

Other funds holding PDP

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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Crestwood Advisors Group sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q2 2017, closing a stake of 667 shares — an estimated $31K sold.

Crestwood Advisors Group first reported a position in PDP in Q1 2017 and held it in 1 quarter. The position peaked at $31K in Q1 2017. 120 funds tracked by Wall St. Rank hold PDP as of Q2 2017.

  • Crestwood Advisors Group reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q2 2017 after selling out during the quarter.
  • Crestwood Advisors Group sold 667 Invesco Dorsey Wright Momentum ETF shares in Q2 2017, an estimated $31K.
  • Crestwood Advisors Group first reported a position in Invesco Dorsey Wright Momentum ETF in Q1 2017 and held it in 1 quarter.
  • Crestwood Advisors Group's Invesco Dorsey Wright Momentum ETF position peaked at $31K in Q1 2017.
  • 120 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2017.

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