CAG
SJB icon

Crestwood Advisors Group’s ProShares Short High Yield SJB Stock Holding History

Crestwood Advisors Group’s Portfolio SJB Stock Details SJB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-400
Closed -$10K – 380
2017
Q1 		$10K Buy
+400
New +$9.72K ﹤0.01% 435

Other funds holding SJB

VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
FPC
Falcon Point Capital San Francisco, California $11.9M AUM 55.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CWM
Concert Wealth Management San Jose, California $24.7M AUM 14.91% 1-Year Est. Return
IF
IRON Financial Northbrook, Illinois $229M AUM 13.96% 1-Year Est. Return
PCM
Peak Capital Management Greenwood Village, Colorado $93.5M AUM 2.28% 1-Year Est. Return

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

Crestwood Advisors Group sold out of ProShares Short High Yield (SJB) in Q2 2017, closing a stake of 400 shares — an estimated $10K sold.

Crestwood Advisors Group first reported a position in SJB in Q1 2017 and held it in 1 quarter. The position peaked at $10K in Q1 2017. 24 funds tracked by Wall St. Rank hold SJB as of Q2 2017.

  • Crestwood Advisors Group reported no remaining ProShares Short High Yield position as of Q2 2017 after selling out during the quarter.
  • Crestwood Advisors Group sold 400 ProShares Short High Yield shares in Q2 2017, an estimated $10K.
  • Crestwood Advisors Group first reported a position in ProShares Short High Yield in Q1 2017 and held it in 1 quarter.
  • Crestwood Advisors Group's ProShares Short High Yield position peaked at $10K in Q1 2017.
  • 24 funds tracked by Wall St. Rank held ProShares Short High Yield as of Q2 2017.

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