Crestwood Advisors Group’s VMware, Inc VMW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-426	Closed	-$40K	–	457
2017 Q1	$40K	Buy	+426	New	+$37.5K	﹤0.01%	287

Other funds holding VMW

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Crestwood Advisors Group sold out of VMware, Inc (VMW) in Q2 2017, closing a stake of 426 shares — an estimated $40K sold.

Crestwood Advisors Group first reported a position in VMW in Q1 2017 and held it in 1 quarter. The position peaked at $40K in Q1 2017. 455 funds tracked by Wall St. Rank hold VMW as of Q2 2017.

Crestwood Advisors Group reported no remaining VMware, Inc position as of Q2 2017 after selling out during the quarter.
Crestwood Advisors Group sold 426 VMware, Inc shares in Q2 2017, an estimated $40K.
Crestwood Advisors Group first reported a position in VMware, Inc in Q1 2017 and held it in 1 quarter.
Crestwood Advisors Group's VMware, Inc position peaked at $40K in Q1 2017.
455 funds tracked by Wall St. Rank held VMware, Inc as of Q2 2017.

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