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Crestwood Advisors Group’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Crestwood Advisors Group’s Portfolio VEU Stock Details VEU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-693
Closed -$34K – 414
2017
Q1 		$34K Buy
+693
New +$32.3K ﹤0.01% 311

Other funds holding VEU

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

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

Crestwood Advisors Group sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q2 2017, closing a stake of 693 shares — an estimated $34K sold.

Crestwood Advisors Group first reported a position in VEU in Q1 2017 and held it in 1 quarter. The position peaked at $34K in Q1 2017. 627 funds tracked by Wall St. Rank hold VEU as of Q2 2017.

  • Crestwood Advisors Group reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q2 2017 after selling out during the quarter.
  • Crestwood Advisors Group sold 693 Vanguard FTSE All-World ex-US ETF shares in Q2 2017, an estimated $34K.
  • Crestwood Advisors Group first reported a position in Vanguard FTSE All-World ex-US ETF in Q1 2017 and held it in 1 quarter.
  • Crestwood Advisors Group's Vanguard FTSE All-World ex-US ETF position peaked at $34K in Q1 2017.
  • 627 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q2 2017.

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