Crestwood Advisors Group’s Visteon VC Stock Holding History

Crestwood Advisors Group’s Portfolio VC Stock Details VC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-20	Closed	-$2K	–	411
2017 Q1	$2K	Buy	+20	New	+$1.84K	﹤0.01%	509

Other funds holding VC

IAM

Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AIM

abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Crestwood Advisors Group sold out of Visteon (VC) in Q2 2017, closing a stake of 20 shares — an estimated $2K sold.

Crestwood Advisors Group first reported a position in VC in Q1 2017 and held it in 1 quarter. The position peaked at $2K in Q1 2017. 258 funds tracked by Wall St. Rank hold VC as of Q2 2017.

Crestwood Advisors Group reported no remaining Visteon position as of Q2 2017 after selling out during the quarter.
Crestwood Advisors Group sold 20 Visteon shares in Q2 2017, an estimated $2K.
Crestwood Advisors Group first reported a position in Visteon in Q1 2017 and held it in 1 quarter.
Crestwood Advisors Group's Visteon position peaked at $2K in Q1 2017.
258 funds tracked by Wall St. Rank held Visteon as of Q2 2017.

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