CAG
TAO

Crestwood Advisors Group’s Invesco China Real Estate ETF TAO Stock Holding History

Crestwood Advisors Group’s Portfolio TAO Stock Details TAO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-1,489
Closed -$35K – 499
2017
Q1 		$35K Buy
+1,489
New +$32.4K ﹤0.01% 306

Other funds holding TAO

SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Crestwood Advisors Group sold out of Invesco China Real Estate ETF (TAO) in Q2 2017, closing a stake of 1,489 shares — an estimated $35K sold.

Crestwood Advisors Group first reported a position in TAO in Q1 2017 and held it in 1 quarter. The position peaked at $35K in Q1 2017. 14 funds tracked by Wall St. Rank hold TAO as of Q2 2017.

  • Crestwood Advisors Group reported no remaining Invesco China Real Estate ETF position as of Q2 2017 after selling out during the quarter.
  • Crestwood Advisors Group sold 1,489 Invesco China Real Estate ETF shares in Q2 2017, an estimated $35K.
  • Crestwood Advisors Group first reported a position in Invesco China Real Estate ETF in Q1 2017 and held it in 1 quarter.
  • Crestwood Advisors Group's Invesco China Real Estate ETF position peaked at $35K in Q1 2017.
  • 14 funds tracked by Wall St. Rank held Invesco China Real Estate ETF as of Q2 2017.

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