Crestwood Advisors
Latest statistics and disclosures from Crestwood Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, MUB, V, AMZN, and represent 16.82% of Crestwood Advisors's stock portfolio.
- Added to shares of these 10 stocks: AMZN (+$44.19M), Blackstone Group Inc Com Cl A stock (+$39.74M), SPY (+$36.99M), JPM (+$35.82M), AAPL (+$31.54M), Facebook Inc cl a (+$27.75M), MSFT (+$26.23M), DIS (+$25.96M), DHR (+$25.23M), HD (+$24.57M).
- Started 85 new stock positions in Wp Carey, COF, UPS, URI, APH, VOT, SLB, Abbvie, UNH, VHT.
- Reduced shares in these 10 stocks: , UNP (-$18.47M), , MMM (-$14.32M), , Ubs Ag Jersey Brh Alerian Infrst (-$9.30M), WFC (-$8.98M), XOM (-$6.39M), EFA, SYK.
- Sold out of its positions in Apollo Global Management 'a', BX, Jp Morgan Alerian Mlp Index, NVAX, SNY, Ubs Ag Jersey Brh Alerian Infrst, VTI.
- Crestwood Advisors was a net buyer of stock by $810.08M.
- Crestwood Advisors has $2.27B in assets under management (AUM), growing by 62.87%.
Companies in the Crestwood Advisors portfolio as of September 2019 quarter
Company (Ticker) | Portfolio Weight | Share Count | Change in Shares | Price |
---|---|---|---|---|
Apple (AAPL) | 4.08 | 413782 | +51% | 223.97 |
Microsoft Corporation (MSFT) | 4.04 | 660532 | +39% | 139.03 |
iShares S&P; Natl AMTFr Mncpl Bd Fd (MUB) | 3.73 | 743444 | 114.10 | |
Visa (V) | 2.66 | 351337 | +58% | 172.01 |
Amazon (AMZN) | 2.31 | 30304 | +524% | 1735.91 |
iShares S&P; SmallCap 600 Index (IJR) | 2.18 | 635749 | +58% | 77.84 |
Johnson & Johnson (JNJ) | 2.04 | 358840 | +64% | 129.38 |
Berkshire Hathaway (BRK.B) | 2.03 | 221688 | +42% | 208.02 |
J P Morgan Exchange Traded F div rtn int eq | 1.98 | 846678 | 53.17 | |
Cisco Systems (CSCO) | 1.95 | 896863 | +15% | 49.41 |
State Street Corporation (STT) | 1.86 | 716182 | +13% | 59.19 |
iShares MSCI EAFE Index Fund (EFA) | 1.84 | 642467 | -8% | 65.21 |
Bank of America Corporation (BAC) | 1.83 | 1.43M | +47% | 29.17 |
Alphabet Inc Class A cs | 1.76 | 32836 | +11% | 1221.16 |
Blackstone Group Inc Com Cl A stock | 1.75 | 813778 | NEW | 48.84 |
SPDR S&P; 500 ETF (SPY) | 1.71 | 131151 | +1918% | 296.77 |
Lockheed Martin Corporation (LMT) | 1.70 | 99285 | +6% | 390.06 |
JPMorgan Chase & Co. (JPM) | 1.63 | 315810 | +2659% | 117.69 |
Sherwin-Williams Company (SHW) | 1.51 | 62610 | +53% | 549.88 |
TJX Companies (TJX) | 1.48 | 604195 | +8% | 55.74 |
Alphabet Inc Class C cs | 1.40 | 26194 | +203% | 1219.02 |
McCormick & Company, Incorporated (MKC) | 1.35 | 196151 | +3% | 156.30 |
Ishares Core Msci Eafe Etf core msci eafe | 1.34 | 499149 | 61.07 | |
ResMed (RMD) | 1.33 | 224092 | 135.11 | |
Stryker Corporation (SYK) | 1.31 | 138083 | -4% | 216.30 |
Medtronic | 1.31 | 274259 | +4% | 108.62 |
Facebook Inc cl a | 1.28 | 163564 | +2020% | 178.08 |
Pepsi (PEP) | 1.26 | 208731 | +16% | 137.10 |
Fortive | 1.20 | 399265 | +65% | 68.56 |
Ishares Tr usa min vo | 1.19 | 421602 | +12% | 64.10 |
Walt Disney Company (DIS) | 1.18 | 206145 | +2877% | 130.32 |
Crown Castle Intl | 1.17 | 191312 | +5% | 139.01 |
Danaher Corporation (DHR) | 1.15 | 181018 | +2770% | 144.43 |
Constellation Brands (STZ) | 1.14 | 124924 | +21% | 207.28 |
Home Depot (HD) | 1.11 | 108378 | +4264% | 232.02 |
iShares NASDAQ Biotechnology Index (IBB) | 1.09 | 249521 | +14% | 99.50 |
Hilton Worldwide Holdings | 1.09 | 266173 | +7% | 93.11 |
Costco Wholesale Corporation (COST) | 1.07 | 84240 | +4322% | 288.11 |
Fiserv (FISV) | 1.07 | 234863 | NEW | 103.59 |
Booking Holdings | 1.03 | 11940 | +8% | 1962.65 |
Sensata Technolo | 1.03 | 469772 | +35% | 50.06 |
Fnf | 1.01 | 517528 | +4% | 44.41 |
Travelers Companies (TRV) | 0.98 | 149940 | +8% | 148.69 |
Black Knight Inc | 0.96 | 359338 | +6% | 61.06 |
CVS Caremark Corporation (CVS) | 0.92 | 330895 | +35% | 63.07 |
Charles Schwab Corporation (SCHW) | 0.87 | 474538 | NEW | 41.83 |
Honeywell International (HON) | 0.86 | 114942 | NEW | 169.20 |
Procter & Gamble Company (PG) | 0.81 | 147180 | +130% | 124.38 |
Colgate-Palmolive Company (CL) | 0.80 | 248545 | +6% | 73.51 |
Marsh & McLennan Companies (MMC) | 0.79 | 179604 | +2251% | 100.05 |
iShares S&P; 500 Index (IVV) | 0.79 | 59848 | +58% | 298.52 |
Amphenol Corporation (APH) | 0.77 | 182376 | NEW | 96.50 |
Zoetis Inc Cl A | 0.73 | 133326 | NEW | 124.59 |
Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni | 0.71 | 317475 | -3% | 50.69 |
Vanguard REIT ETF (VNQ) | 0.58 | 141477 | +3% | 93.25 |
EOG Resources (EOG) | 0.56 | 171421 | +5% | 74.22 |
iShares Barclays 1-3 Year Cred Bd Fd ETF (CSJ) | 0.56 | 237023 | -7% | 53.67 |
Chevron Corporation (CVX) | 0.52 | 99928 | +1013% | 118.60 |
Wells Fargo & Company (WFC) | 0.52 | 235079 | -43% | 50.44 |
Merck & Co (MRK) | 0.52 | 139724 | +1219% | 84.18 |
Trade Desk | 0.52 | 63601 | NEW | 187.54 |
Ishares Tr Msci Usa Momentum Factor | 0.50 | 96134 | +30% | 119.25 |
Berkshire Hathaway (BRK.A) | 0.49 | 36 | 311833.33 | |
United Technologies Corporation (UTX) | 0.49 | 82350 | +1216% | 136.51 |
Nuveen Barclays Shrt Term Muni bdfund | 0.49 | 226339 | -11% | 48.99 |
Exxon Mobil Corporation (XOM) | 0.42 | 136192 | -39% | 70.61 |
Abbott Laboratories (ABT) | 0.42 | 113702 | NEW | 83.67 |
Starbucks Corporation (SBUX) | 0.41 | 106555 | +2012% | 88.42 |
Coca-Cola Company (KO) | 0.39 | 164711 | +1196% | 54.44 |
iShares S&P; 1500 Index Fund (ISI) | 0.39 | 131910 | +5% | 67.07 |
Invesco Qqq Trust Series 1 | 0.39 | 47241 | +3797% | 188.82 |
Oracle Corporation (ORCL) | 0.37 | 151709 | +3468% | 55.03 |
iShares Lehman Aggregate Bond (AGG) | 0.37 | 74868 | 113.17 | |
SPDR Gold Trust (GLD) | 0.35 | 57545 | NEW | 138.87 |
MasterCard Incorporated (MA) | 0.32 | 27133 | +217% | 271.59 |
Capital One Financial (COF) | 0.32 | 80758 | NEW | 90.98 |
United Rentals (URI) | 0.30 | 55089 | NEW | 124.63 |
Paypal Holdings | 0.30 | 65320 | +1854% | 103.58 |
Philip Morris International (PM) | 0.28 | 84031 | +2026% | 75.92 |
Pioneer Natural Resources (PXD) | 0.28 | 49796 | NEW | 125.77 |
McDonald's Corporation (MCD) | 0.27 | 28121 | +381% | 214.71 |
NIKE (NKE) | 0.27 | 65080 | NEW | 93.92 |
Lululemon Athletica Inc | 0.27 | 32269 | NEW | 192.54 |
SEI Investments Company (SEIC) | 0.26 | 100000 | 59.26 | |
Williams Companies (WMB) | 0.26 | 246717 | NEW | 24.06 |
Accenture | 0.26 | 31061 | +9% | 192.36 |
Vanguard Dividend Appreciation ETF (VIG) | 0.26 | 49385 | +210% | 119.59 |
Edwards Lifesciences (EW) | 0.25 | 25520 | NEW | 219.91 |
AT&T; (T) | 0.24 | 145439 | +236% | 37.84 |
American Tower Reit | 0.23 | 24160 | +500% | 221.15 |
Verizon Communications (VZ) | 0.22 | 84497 | +816% | 60.36 |
Cbre Group Inc Cl A | 0.22 | 94215 | NEW | 53.01 |
Adobe Systems Incorporated (ADBE) | 0.21 | 17083 | +356% | 276.24 |
Vanguard Mid-Cap ETF (VO) | 0.21 | 28704 | NEW | 167.61 |
Vanguard Small-Cap ETF (VB) | 0.20 | 29320 | +673% | 153.89 |
Ishares Inc core msci emkt | 0.19 | 87526 | +4% | 49.03 |
Vanguard S&p 500 Etf idx fd | 0.19 | 15525 | +534% | 272.59 |
Unilever (UL) | 0.15 | 55968 | NEW | 60.11 |
Twilio Inc cl a | 0.15 | 31385 | NEW | 109.96 |
iShares Morningstar Large Core Idx (JKD) | 0.13 | 17590 | -3% | 167.94 |
salesforce (CRM) | 0.12 | 18406 | +532% | 148.43 |
Servicenow | 0.12 | 11184 | NEW | 253.84 |
iShares Russell 1000 Growth Index (IWF) | 0.11 | 15765 | -10% | 159.59 |
iShares S&P; MidCap 400 Index (IJH) | 0.11 | 12381 | NEW | 193.20 |
Shopify Inc cl a | 0.11 | 7904 | NEW | 311.61 |
International Business Machines (IBM) | 0.09 | 14674 | +14% | 145.43 |
Intel Corporation (INTC) | 0.08 | 35676 | +738% | 51.52 |
Macquarie Infrastructure Company (MIC) | 0.08 | 45527 | NEW | 39.47 |
Vanguard Emerging Markets ETF (VWO) | 0.08 | 47919 | +149% | 40.26 |
iShares MSCI Emerging Markets Indx (EEM) | 0.07 | 39894 | +33% | 40.86 |
Kimberly-Clark Corporation (KMB) | 0.07 | 11895 | -2% | 142.08 |
Invesco S&p 500 Low Volatility Etf | 0.07 | 27770 | +4% | 57.90 |
U.S. Ban (USB) | 0.06 | 24010 | +272% | 55.35 |
Boeing Company (BA) | 0.06 | 3623 | +2% | 380.35 |
Morgan Stanley (MS) | 0.06 | 32738 | NEW | 42.67 |
American Electric Power Company (AEP) | 0.06 | 14666 | -4% | 93.69 |
iShares S&P; SmallCap 600 Growth (IJT) | 0.06 | 7224 | NEW | 178.43 |
Wp Carey | 0.06 | 15990 | NEW | 89.49 |
Ultragenyx Pharmaceutical | 0.06 | 32958 | 42.78 | |
Pfizer (PFE) | 0.05 | 32047 | +36% | 35.92 |
iShares Russell 2000 Index (IWM) | 0.05 | 7411 | +29% | 151.40 |
Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.05 | 4961 | NEW | 250.55 |
iShares S&P; 500 Growth Index (IVW) | 0.05 | 5843 | +185% | 180.04 |
iShares S&P; MidCap 400 Growth (IJK) | 0.05 | 5092 | NEW | 223.88 |
iShares Russell 2000 Growth Index (IWO) | 0.05 | 5701 | +16% | 192.77 |
Schwab International Equity ETF (SCHF) | 0.05 | 34295 | -5% | 31.87 |
SPDR Barclay Cp Intr Trm Cr Bd (ITR) | 0.05 | 30064 | 35.29 | |
Editas Medicine | 0.05 | 52200 | -10% | 22.74 |
Thermo Fisher Scientific (TMO) | 0.04 | 3266 | +116% | 291.18 |
Altria (MO) | 0.04 | 23411 | +216% | 40.92 |
Amgen (AMGN) | 0.04 | 4717 | +34% | 193.56 |
iShares Russell 1000 Value Index (IWD) | 0.04 | 6349 | +149% | 128.21 |
Gilead Sciences (GILD) | 0.04 | 13903 | NEW | 63.37 |
Technology SPDR (XLK) | 0.04 | 11002 | +266% | 80.53 |
Financial Select Sector SPDR (XLF) | 0.04 | 33576 | +107% | 28.00 |
SPDR S&P; Biotech (XBI) | 0.04 | 12990 | -8% | 76.21 |
Vanguard Small-Cap Growth ETF (VBK) | 0.04 | 4370 | NEW | 182.15 |
Mondelez Int | 0.04 | 16197 | +292% | 55.32 |
Invesco Exchange W&p 500 Qualit equities | 0.04 | 29944 | -45% | 33.53 |
American Express Company (AXP) | 0.03 | 6333 | +117% | 118.27 |
People's United Financial (PBCT) | 0.03 | 47700 | +66% | 15.64 |
Norfolk Southern (NSC) | 0.03 | 4145 | +45% | 179.73 |
General Electric Company (GE) | 0.03 | 75797 | +39% | 8.94 |
3M Company (MMM) | 0.03 | 4060 | -95% | 164.29 |
NVIDIA Corporation (NVDA) | 0.03 | 3430 | +200% | 174.05 |
Union Pacific Corporation (UNP) | 0.03 | 4856 | -95% | 162.07 |
Brookfield Infrastructure Part | 0.03 | 14150 | +13% | 49.61 |
Cibc Cad Com | 0.03 | 9186 | NEW | 82.52 |
Celgene Corporation (CELG) | 0.03 | 7252 | NEW | 99.28 |
Vanguard Europe Pacific ETF (VEA) | 0.03 | 15201 | +4% | 41.05 |
iShrs S&P; ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) | 0.03 | 5458 | +100% | 106.45 |
iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.03 | 8029 | -2% | 84.82 |
Vanguard Mid-Cap Growth ETF (VOT) | 0.03 | 4644 | NEW | 148.15 |
Xpo Logistics Inc equity | 0.03 | 9725 | NEW | 71.57 |
Duke Energy | 0.03 | 6512 | +46% | 95.82 |
Abbvie | 0.03 | 8522 | NEW | 75.69 |
Walgreen Boots Alliance | 0.03 | 12725 | NEW | 55.32 |
Eversource Energy | 0.03 | 6705 | +5% | 85.46 |
Comcast Corporation (CMCSA) | 0.02 | 10772 | -7% | 45.12 |
Caterpillar (CAT) | 0.02 | 3463 | +57% | 126.19 |
Health Care SPDR (XLV) | 0.02 | 5534 | NEW | 90.17 |
Cerner Corporation (CERN) | 0.02 | 5700 | NEW | 68.25 |
Northrop Grumman Corporation (NOC) | 0.02 | 998 | +10% | 374.75 |
Boston Scientific Corporation (BSX) | 0.02 | 12395 | +54% | 40.66 |
Raytheon Company (RTN) | 0.02 | 2467 | +7% | 196.19 |
Yum! Brands (YUM) | 0.02 | 4142 | NEW | 113.47 |
Halliburton Company (HAL) | 0.02 | 29220 | NEW | 18.86 |
Schlumberger (SLB) | 0.02 | 15484 | NEW | 34.16 |
General Dynamics Corporation (GD) | 0.02 | 2066 | -2% | 182.96 |
Lowe's Companies (LOW) | 0.02 | 5078 | -3% | 109.89 |
Applied Materials (AMAT) | 0.02 | 7400 | NEW | 49.86 |
Varian Medical Systems (VAR) | 0.02 | 2895 | NEW | 119.17 |
Energy Select Sector SPDR (XLE) | 0.02 | 7230 | -42% | 59.20 |
iShares Russell 1000 Index (IWB) | 0.02 | 3171 | NEW | 164.62 |
AMETEK (AME) | 0.02 | 4250 | -49% | 91.76 |
Vanguard Financials ETF (VFH) | 0.02 | 5122 | NEW | 70.09 |
Ball Corporation (BLL) | 0.02 | 7000 | 72.86 | |
iShares IBoxx $ Invest Grade Corp Bd Fd (LQD) | 0.02 | 3503 | -20% | 127.60 |
iShares Russell Midcap Value Index (IWS) | 0.02 | 4191 | +5% | 89.72 |
iShares Russell Midcap Index Fund (IWR) | 0.02 | 9558 | 55.97 | |
Vanguard Growth ETF (VUG) | 0.02 | 2751 | -3% | 166.12 |
Vanguard Information Technology ETF (VGT) | 0.02 | 2219 | NEW | 215.41 |
iShares Lehman Short Treasury Bond (SHV) | 0.02 | 3145 | 110.65 | |
Schwab U S Broad Market ETF (SCHB) | 0.02 | 7620 | +6% | 71.00 |
Schwab Strategic Tr us aggregate b | 0.02 | 6931 | +3% | 53.82 |
Cimpress N V Shs Euro | 0.02 | 2994 | 131.93 | |
Tree | 0.02 | 1150 | NEW | 310.43 |
Pjt Partners | 0.02 | 12536 | 40.68 | |
Impinj | 0.02 | 11945 | NEW | 30.81 |
Peregrine Pharmaceuticals | 0.02 | 82571 | NEW | 5.30 |
ANSYS (ANSS) | 0.01 | 1200 | 221.67 | |
Goldman Sachs (GS) | 0.01 | 1485 | NEW | 207.41 |
Wal-Mart Stores (WMT) | 0.01 | 1759 | NEW | 118.82 |
Eli Lilly & Co. (LLY) | 0.01 | 2796 | -9% | 111.95 |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.01 | 1455 | NEW | 169.76 |
United Parcel Service (UPS) | 0.01 | 1700 | NEW | 120.00 |
Bank of Hawaii Corporation (BOH) | 0.01 | 2649 | 86.07 | |
V.F. Corporation (VFC) | 0.01 | 2858 | 88.87 | |
Automatic Data Processing (ADP) | 0.01 | 1533 | NEW | 161.12 |
Emerson Electric (EMR) | 0.01 | 3900 | +17% | 66.92 |
ConocoPhillips (COP) | 0.01 | 5770 | NEW | 57.02 |
General Mills (GIS) | 0.01 | 4566 | -8% | 55.19 |
Nextera Energy Inc C om | 0.01 | 1288 | NEW | 232.92 |
Royal Dutch Shell (RDS.A) | 0.01 | 4818 | +7% | 58.95 |
Texas Instruments Incorporated (TXN) | 0.01 | 2324 | NEW | 129.09 |
UnitedHealth (UNH) | 0.01 | 931 | NEW | 216.97 |
Illinois Tool Works (ITW) | 0.01 | 2174 | NEW | 156.39 |
UMH Properties (UMH) | 0.01 | 13896 | 14.10 | |
Markel Corporation (MKL) | 0.01 | 250 | NEW | 1180.00 |
Public Service Enterprise (PEG) | 0.01 | 3511 | NEW | 62.09 |
Sempra Energy (SRE) | 0.01 | 2281 | NEW | 147.74 |
Netflix (NFLX) | 0.01 | 1061 | +79% | 267.67 |
Brookline Ban (BRKL) | 0.01 | 10362 | NEW | 14.77 |
Hill-Rom Holdings (HRC) | 0.01 | 3200 | 105.31 | |
iShares Dow Jones US Oil Equip. (IEZ) | 0.01 | 14855 | +20% | 17.64 |
SPDR KBW Regional Banking (KRE) | 0.01 | 4320 | NEW | 52.78 |
American Water Works (AWK) | 0.01 | 1631 | NEW | 124.46 |
iShares Russell 2000 Value Index (IWN) | 0.01 | 1844 | +2% | 119.31 |
SPDR Dow Jones Industrial Average ETF (DIA) | 0.01 | 812 | 269.70 | |
Tesla Motors (TSLA) | 0.01 | 1211 | NEW | 241.12 |
Vanguard Value ETF (VTV) | 0.01 | 2449 | +3% | 111.47 |
SPDR S&P; Dividend (SDY) | 0.01 | 2185 | -3% | 102.52 |
iShares Barclays Inter Crd Bd Fund ETF) (CIU) | 0.01 | 3460 | NEW | 57.80 |
O'reilly Automotive Inc | 0.01 | 730 | +26% | 398.63 |
iShares FTSE KLD Select Scil Idx Fd (KLD) | 0.01 | 1735 | 123.34 | |
Vanguard High Dividend Yield ETF (VYM) | 0.01 | 3270 | NEW | 88.69 |
iShares S&P; Cal AMTFr Mncpl Bnd Fd (CMF) | 0.01 | 3400 | 61.18 | |
Vanguard Mid-Cap Value ETF (VOE) | 0.01 | 2938 | NEW | 113.00 |
Vanguard Health Care ETF (VHT) | 0.01 | 1292 | NEW | 167.96 |
iShares S&P; NA Tec.-SW. Idx. Fund (IGV) | 0.01 | 1125 | NEW | 211.56 |
iShares FTSE KLD 400 Social Idx Fd (DSI) | 0.01 | 2479 | +12% | 110.93 |
iShares S&P; AMT-Fr Mncpl Bnd Fd (NYF) | 0.01 | 5535 | NEW | 57.27 |
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SCPB) | 0.01 | 9065 | 30.89 | |
Schwab Emerging Markets Equity ETF (SCHE) | 0.01 | 7990 | -2% | 25.16 |
Citigroup Inc | 0.01 | 3558 | NEW | 69.14 |
Stag Industrial Inc Com | 0.01 | 7017 | 29.50 | |
Brookfield Renewable energy partners lpu | 0.01 | 5640 | NEW | 40.60 |
Natural Grocers By Vitamin C | 0.01 | 33395 | +32% | 10.00 |
Palo Alto Networks | 0.01 | 1179 | NEW | 203.56 |
*wisdomtreetrusdivdgrtfdadded | 0.01 | 5750 | NEW | 45.04 |
Ishares Tr msci usavalfct | 0.01 | 2542 | NEW | 82.22 |
Ishares Msci Usa Quality Facto invalid | 0.01 | 3397 | NEW | 92.43 |
Alibaba Group Holding Ltd Spon | 0.01 | 1227 | NEW | 167.07 |
Square Inc cl a | 0.01 | 4625 | NEW | 62.05 |
Chubb | 0.01 | 1294 | NEW | 161.51 |
Iovance Biotherapeutics | 0.01 | 10000 | -20% | 18.20 |
Aphria Inc foreign stock | 0.01 | 22000 | 5.18 | |
IsoRay (ISR) | 0.00 | 54824 | 0.33 | |
Hologic (HOLX) | 0.00 | 33204 | 2.05 | |
Nokia Corporation (NOK) | 0.00 | 10000 | NEW | 5.10 |
Ford Motor Company (F) | 0.00 | 11500 | 9.13 | |
Daktronics (DAKT) | 0.00 | 40989 | 1.00 | |
Palatin Technologies (PTN) | 0.00 | 25000 | 0.92 | |
Agenus | 0.00 | 32928 | 2.58 | |
Contrafect | 0.00 | 13500 | 0.37 | |
Spring Bk Pharmaceuticals In | 0.00 | 15316 | NEW | 3.46 |
Zillow Group Inc convertible/ | 0.00 | 30000 | NEW | 0.87 |
Past 13F-HR SEC Filings by Crestwood Advisors
- Crestwood Advisors 2019 Q1 filed May 9, 2019
- Crestwood Advisors 2018 Q4 filed Feb. 14, 2019
- Crestwood Advisors 2018 Q3 filed Nov. 15, 2018
- Crestwood Advisors 2018 Q2 filed Aug. 14, 2018
- Crestwood Advisors 2018 Q1 filed May 14, 2018
- Crestwood Advisors 2017 Q4 filed Jan. 11, 2018
- Crestwood Advisors 2017 Q3 filed Nov. 20, 2017
- Crestwood Advisors 2017 Q2 filed July 31, 2017
- Crestwood Advisors 2017 Q1 amended filed May 3, 2017
- Crestwood Advisors 2017 Q1 filed April 24, 2017
- Crestwood Advisors 2016 Q4 filed Jan. 12, 2017
- Crestwood Advisors 2016 Q3 filed Nov. 3, 2016
- Crestwood Advisors 2016 Q2 filed Aug. 15, 2016
- Crestwood Advisors 2016 Q1 filed May 16, 2016
- Crestwood Advisors 2015 Q4 filed Feb. 12, 2016
- Crestwood Advisors 2015 Q3 filed Nov. 16, 2015
- Crestwood Advisors 2015 Q2 filed Aug. 13, 2015
- Crestwood Advisors 2015 Q1 filed May 11, 2015
- Crestwood Advisors 2014 Q4 filed Feb. 18, 2015