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Crestwood Advisors Group’s Under Armour Class C UA Stock Holding History

Crestwood Advisors Group’s Portfolio UA Stock Details UA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-553
Closed -$10K – 403
2017
Q1 		$10K Buy
+553
New +$11.5K ﹤0.01% 437

Other funds holding UA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MCMC
Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Crestwood Advisors Group sold out of Under Armour Class C (UA) in Q2 2017, closing a stake of 553 shares — an estimated $10K sold.

Crestwood Advisors Group first reported a position in UA in Q1 2017 and held it in 1 quarter. The position peaked at $10K in Q1 2017. 441 funds tracked by Wall St. Rank hold UA as of Q2 2017.

  • Crestwood Advisors Group reported no remaining Under Armour Class C position as of Q2 2017 after selling out during the quarter.
  • Crestwood Advisors Group sold 553 Under Armour Class C shares in Q2 2017, an estimated $10K.
  • Crestwood Advisors Group first reported a position in Under Armour Class C in Q1 2017 and held it in 1 quarter.
  • Crestwood Advisors Group's Under Armour Class C position peaked at $10K in Q1 2017.
  • 441 funds tracked by Wall St. Rank held Under Armour Class C as of Q2 2017.

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