CAG
WEBK

Crestwood Advisors Group’s Wellesley Bancorp, Inc. WEBK Stock Holding History

Crestwood Advisors Group’s Portfolio WEBK Stock Details WEBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-1,000
Closed -$27K – 477
2017
Q1 		$27K Buy
+1,000
New +$27.3K ﹤0.01% 338

Other funds holding WEBK

SV
Stilwell Value New York $167M AUM 3.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
SCP
Seizert Capital Partners Birmingham, Michigan $2.17B AUM 11.2% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Crestwood Advisors Group sold out of Wellesley Bancorp, Inc. (WEBK) in Q2 2017, closing a stake of 1,000 shares — an estimated $27K sold.

Crestwood Advisors Group first reported a position in WEBK in Q1 2017 and held it in 1 quarter. The position peaked at $27K in Q1 2017. 11 funds tracked by Wall St. Rank hold WEBK as of Q2 2017.

  • Crestwood Advisors Group reported no remaining Wellesley Bancorp, Inc. position as of Q2 2017 after selling out during the quarter.
  • Crestwood Advisors Group sold 1,000 Wellesley Bancorp, Inc. shares in Q2 2017, an estimated $27K.
  • Crestwood Advisors Group first reported a position in Wellesley Bancorp, Inc. in Q1 2017 and held it in 1 quarter.
  • Crestwood Advisors Group's Wellesley Bancorp, Inc. position peaked at $27K in Q1 2017.
  • 11 funds tracked by Wall St. Rank held Wellesley Bancorp, Inc. as of Q2 2017.

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