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Crestwood Advisors Group’s Invesco Golden Dragon China ETF PGJ Stock Holding History

Crestwood Advisors Group’s Portfolio PGJ Stock Details PGJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-1,337
Closed -$48K – 365
2017
Q1 		$48K Buy
+1,337
New +$43K ﹤0.01% 269

Other funds holding PGJ

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TLIC
Thai Life Insurance Company Bangkok, Thailand $71M AUM 20.14% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Crestwood Advisors Group sold out of Invesco Golden Dragon China ETF (PGJ) in Q2 2017, closing a stake of 1,337 shares — an estimated $48K sold.

Crestwood Advisors Group first reported a position in PGJ in Q1 2017 and held it in 1 quarter. The position peaked at $48K in Q1 2017. 38 funds tracked by Wall St. Rank hold PGJ as of Q2 2017.

  • Crestwood Advisors Group reported no remaining Invesco Golden Dragon China ETF position as of Q2 2017 after selling out during the quarter.
  • Crestwood Advisors Group sold 1,337 Invesco Golden Dragon China ETF shares in Q2 2017, an estimated $48K.
  • Crestwood Advisors Group first reported a position in Invesco Golden Dragon China ETF in Q1 2017 and held it in 1 quarter.
  • Crestwood Advisors Group's Invesco Golden Dragon China ETF position peaked at $48K in Q1 2017.
  • 38 funds tracked by Wall St. Rank held Invesco Golden Dragon China ETF as of Q2 2017.

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