Crestwood Advisors Group’s NCR Voyix VYX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-34	Closed	-$1K	–	431
2017 Q1	$1K	Buy	+34	New	+$932	﹤0.01%	515

Other funds holding VYX

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

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

Crestwood Advisors Group sold out of NCR Voyix (VYX) in Q2 2017, closing a stake of 34 shares — an estimated $1K sold.

Crestwood Advisors Group first reported a position in VYX in Q1 2017 and held it in 1 quarter. The position peaked at $1K in Q1 2017. 392 funds tracked by Wall St. Rank hold VYX as of Q2 2017.

Crestwood Advisors Group reported no remaining NCR Voyix position as of Q2 2017 after selling out during the quarter.
Crestwood Advisors Group sold 34 NCR Voyix shares in Q2 2017, an estimated $1K.
Crestwood Advisors Group first reported a position in NCR Voyix in Q1 2017 and held it in 1 quarter.
Crestwood Advisors Group's NCR Voyix position peaked at $1K in Q1 2017.
392 funds tracked by Wall St. Rank held NCR Voyix as of Q2 2017.

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