CAG
RBL

Crestwood Advisors Group’s SPDR S&P Russia ETF RBL Stock Holding History

Crestwood Advisors Group’s Portfolio RBL Stock Details RBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-200
Closed -$4K – 520
2017
Q1 		$4K Buy
+200
New +$4.04K ﹤0.01% 495

Other funds holding RBL

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WIM
Westside Investment Management Santa Monica, California $653M AUM 28.36% 1-Year Est. Return

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

Crestwood Advisors Group sold out of SPDR S&P Russia ETF (RBL) in Q2 2017, closing a stake of 200 shares — an estimated $4K sold.

Crestwood Advisors Group first reported a position in RBL in Q1 2017 and held it in 1 quarter. The position peaked at $4K in Q1 2017. 18 funds tracked by Wall St. Rank hold RBL as of Q2 2017.

  • Crestwood Advisors Group reported no remaining SPDR S&P Russia ETF position as of Q2 2017 after selling out during the quarter.
  • Crestwood Advisors Group sold 200 SPDR S&P Russia ETF shares in Q2 2017, an estimated $4K.
  • Crestwood Advisors Group first reported a position in SPDR S&P Russia ETF in Q1 2017 and held it in 1 quarter.
  • Crestwood Advisors Group's SPDR S&P Russia ETF position peaked at $4K in Q1 2017.
  • 18 funds tracked by Wall St. Rank held SPDR S&P Russia ETF as of Q2 2017.

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