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Crestwood Advisors Llc

 
Page Created: 2008-11-23 06:21:00-08
 
Fund Type: INSTITUTION Report Date: 2008-11-10 Current Value: $78,842,782 Total Performance: -15.90 %
 
   

Crestwood Advisors Llc
Highlights

Worst Move: Crestwood Advisors Llc potentially lost $-587,636 on changes made with Syngenta Ag (SYT) buying shares when price went down.
Best Move: Crestwood Advisors Llc potentially made $2 on changes made with Anheuser-Busch Cos Inc (BUD) buying shares when price went up.
Good Save: Crestwood Advisors Llc potentially saved $518,466 on changes made with White Mountains Insurance Group Ltd (WTM) selling shares when price went down.
Missed Move: Crestwood Advisors Llc potentially missed $2,859 on changes made with Itt Corp(ITT) selling shares when price went up.
 

Crestwood Advisors Llc
Contact Information

50 Federal Street, Suite 810,Boston Ma 02110,
Phone: 617-523-8880, Fax: , Website:

Crestwood Advisors Llc
Symbols

Crestwood Advisors Llc
Recent Source SEC Filings

2008-11-10 http://www.sec.gov/Archives/edgar/data/1426853/0001221073-08-000031.txt
2008-08-07 http://www.sec.gov/Archives/edgar/data/1426853/0001221073-08-000023.txt
 

Crestwood Advisors Llc
Holdings and Details

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Stock Country Symbol Industry Current Shares Current Value Value Chng. Return Activity Shares Chng. Shares Chg.% Results
3m Co (MMM) US MMM Diversified Manufa ... 41,323 $2,346,733 $-337,196 -12.56 % Added More 8,074 24.28 $-65,884
Abb Ltd (ABB) DE ABB Engineering/R And ... 111,925 $1,020,756 $-331,298 -24.50 % New Holding 111,925 100.00 $-331,298
Adobe Systems Inc (ADBE) US ADBE Electronic Forms 57,740 $1,198,105 $-241,353 -16.76 % Added More 2,550 4.62 $-10,659
Aflac Inc (AFL) US AFL Life/Health Insura ... 52,956 $1,608,803 $-842,000 -34.35 % Added More 1,648 3.21 $-26,203
Altria Group Inc (MO) US MO Tobacco None - - - % Sold All -11,226 -100.00 $37,832
American International Group Inc (AIG) US AIG Multi-Line Insuran ... None - - - % Sold All -10,700 -100.00 $8,988
Amgen Inc (AMGN) US AMGN Medical-Biomedical ... 9,475 $474,982 $-81,959 -14.71 % Added More 3,075 48.04 $-26,599
Analog Devices Inc (ADI) US ADI Semicon Compo-Intg ... None - - - % Sold All -7,300 -100.00 $20,805
Anheuser-Busch Cos Inc (BUD) US BUD Brewery 5,692 $390,357 $11,327 2.98 % Added More 1 0.01 $2
Apple Inc (AAPL) US AAPL Computers 21,070 $1,695,924 $-324,267 -16.05 % Added More 8,883 72.88 $-136,709
At And T Inc (T) US T Telephone-Integrat ... 30,099 $737,726 $-89,093 -10.77 % Added More 7,370 32.42 $-21,815
Bank Of America Corp (BAC) US BAC Super-Regional Ban ... 9,828 $110,565 $-80,884 -42.24 % Sold Some -1,160 -10.55 $9,547
Berkshire Hathaway Inc (BRK.A) US BRK.A Reinsurance 51 % Added More 1 2.00
Boeing Co (BA) US BA Aerospace/Defense 6,891 $255,725 $-62,226 -19.57 % Added More 2,175 46.11 $-19,640
Bp Plc (BP) DE BP Oil Comp-Integrate ... 24,281 $960,556 $-223,628 -18.88 % Added More 3,661 17.75 $-33,718
Brookline Bancorp Inc (BRKL) US BRKL S And L/Thrifts-Ea ... 10,090 $105,541 $-5,852 -5.25 % No Change - - -
Chevron Corp (CVX) BE CVX Oil Comp-Integrate ... 20,782 $1,338,361 $-206,573 -13.37 % Added More 610 3.02 $-6,063
Cisco Systems Inc (CSCO) US CSCO Networking Product ... 135,912 $1,966,647 $-421,327 -17.64 % Added More 10,533 8.40 $-32,652
Citrix Systems Inc (CTXS) US CTXS Applications Softw ... 55,525 $1,192,122 $-156,025 -11.57 % Sold Some -2,450 -4.22 $6,885
Coca-Cola Cothe (KO) CH KO Beverages-Non-Alco ... 6,984 $286,833 $-33,733 -10.52 % Added More 22 0.31 $-106
Colgate-Palmolive Co (CL) US CL Cosmetics And Toil ... 39,531 $2,391,626 $-120,570 -4.79 % Added More 8,154 25.98 $-24,870
Conocophillips (COP) US COP Oil Comp-Integrate ... 18,664 $780,155 $-170,402 -17.92 % Added More 3,881 26.25 $-35,434
Covidien Ltd (COV) BM COV Medical Products 5,501 $183,568 $-44,668 -19.57 % New Holding 5,501 100.00 $-44,668
Danaher Corp (DHR) US DHR Diversified Manufa ... 5,475 $270,848 $-41,501 -13.28 % New Holding 5,475 100.00 $-41,501
Dentsply International Inc (XRAY) US XRAY Dental Supplies An ... 74,435 $1,795,372 $-370,686 -17.11 % Added More 124 0.16 $-618
Devon Energy Corp (DVN) US DVN Oil Comp-Explor An ... 7,125 $423,938 $-130,388 -23.52 % Added More 2,775 63.79 $-50,783
Ecolab Inc (ECL) US ECL Chemicals-Specialt ... 5,375 $165,711 $-13,599 -7.58 % New Holding 5,375 100.00 $-13,599
Eli Lilly And Co (LLY) US LLY Medical-Drugs None - - - % Sold All -5,750 -100.00 $28,520
Emc Corpmassachusetts (EMC) US EMC Computers-Memory D ... 50,625 $448,031 $-93,150 -17.21 % Added More 34,175 207.75 $-62,882
Emerson Electric Co (EMR) US EMR Electric Products- ... None - - - % Sold All -5,900 -100.00 $21,594
Enterprise Bancorp Incma (EBTC) US EBTC Commer Banks-Easte ... 16,947 $186,078 $-4,576 -2.40 % New Holding 16,947 100.00 $-4,576
Exxon Mobil Corp (XOM) US XOM Oil Comp-Integrate ... 99,481 $6,815,443 $-548,140 -7.44 % Added More 6,448 6.93 $-35,528
Galahad Gold Plc (GLD.BE) GB GLD.BE Metal-Diversified 49,847 % New Holding 49,847 100.00
Genentech Inc (DNA) US DNA Medical-Biomedical ... 3,225 $235,522 $-34,733 -12.85 % New Holding 3,225 100.00 $-34,733
General Dynamics Corp (GD) US GD Aerospace/Defense 5,550 $270,840 $-67,322 -19.90 % Added More 150 2.77 $-1,820
General Electric Co (GE) US GE Diversified Manufa ... 77,119 $990,208 $-432,638 -30.40 % Added More 5,299 7.37 $-29,727
Goldman Sachs Group Incthe (GS) US GS Finance-Invest Bnk ... None - - - % Sold All -11,316 -100.00 $217,380
Google Inc (GOOG) US GOOG Web Portals/Isp 727 $188,700 $-43,053 -18.57 % New Holding 727 100.00 $-43,053
Halliburton Co (HAL) US HAL Oil-Field Services None - - - % Sold All -8,800 -100.00 $51,392
Harris Corp (HRS) US HRS Telecommunication ... 6,300 $180,243 $-48,195 -21.09 % Added More 1,900 43.18 $-14,535
Hcc Insurance Holdings Inc (HCC) US HCC Multi-Line Insuran ... 97,008 $1,871,284 $-258,041 -12.11 % Added More 8,155 9.17 $-21,692
Hewlett-Packard Co (HPQ) US HPQ Computers 9,653 $307,255 $-22,588 -6.84 % New Holding 9,653 100.00 $-22,588
Intel Corp (INTC) US INTC Electronic Compo-S ... 17,530 $214,392 $-37,164 -14.77 % New Holding 17,530 100.00 $-37,164
International Business Machines C ... (IBM) US IBM Computers 17,270 $1,238,950 $-209,485 -14.46 % Added More 1,565 9.96 $-18,983
Itt Corp (ITT) BE ITT Diversified Manufa ... 49,451 $1,796,060 $-330,333 -15.53 % Sold Some -428 -0.85 $2,859
Johnson And Johnson (JNJ) US JNJ Medical Products 41,123 $2,295,075 $-172,717 -6.99 % Added More 1,998 5.10 $-8,392
Johnson Controls Inc (JCI) FR JCI Auto/Trk Prts And ... 11,000 $155,540 $-19,690 -11.23 % No Change - - -
Jpmorgan Chase And Co (JPM) US JPM Finance-Invest Bnk ... 5,806 $135,744 $-75,652 -35.78 % New Holding 5,806 100.00 $-75,652
Kimberly-Clark Corp (KMB) US KMB Consumer Products- ... 15,825 $855,658 $-66,623 -7.22 % Added More 2,175 15.93 $-9,157
Lockheed Martin Corp (LMT) US LMT Aerospace/Defense 24,512 $1,666,081 $-233,844 -12.30 % Sold Some -490 -1.95 $4,675
Lowes Cos Inc (LOW) US LOW Retail-Building Pr ... 101,850 $1,713,117 $-264,810 -13.38 % New Holding 101,850 100.00 $-264,810
Mcdonalds Corp (MCD) US MCD Retail-Restaurants 5,450 $288,360 $-19,457 -6.32 % Added More 1,000 22.47 $-3,570
Medtronic Inc (MDT) US MDT Medical Instrument ... 59,185 $1,718,732 $-657,545 -27.67 % Added More 927 1.59 $-10,299
Merck And Co Incnj (MRK) US MRK Medical-Drugs None - - - % Sold All -7,122 -100.00 $30,981
Microsoft Corp (MSFT) US MSFT Applications Softw ... 150,529 $2,638,773 $-567,494 -17.69 % Added More 5,307 3.65 $-20,007
Newfield Exploration Co (NFX) US NFX Oil Comp-Explor An ... 68,436 $1,068,970 $-479,736 -30.97 % Added More 14,400 26.64 $-100,944
Newmont Mining Corp (NEM) AU NEM Gold Mining None - - - % Sold All -5,000 -100.00 $22,350
Norfolk Southern Corp (NSC) US NSC Transport-Rail 45,356 $1,963,461 $-532,026 -21.31 % Sold Some -2,703 -5.62 $31,706
Northern Trust Corp (NTRS) US NTRS Fiduciary Banks 5,650 $194,869 $-90,626 -31.74 % Added More 2,200 63.76 $-35,288
Novartis Ag (NVS) CH NVS Medical-Drugs 60,697 $2,761,714 $-242,788 -8.08 % New Holding 60,697 100.00 $-242,788
Oneok Partners Lp (OKS) US OKS Pipelines 25,475 $1,057,213 $-316,400 -23.03 % New Holding 25,475 100.00 $-316,400
Pepsico Incnc (PEP) US PEP Beverages-Non-Alco ... 59,550 $2,994,770 $-257,256 -7.91 % Added More 18,019 43.38 $-77,842
Pfizer Inc (PFE) US PFE Medical-Drugs 68,106 $984,132 $-146,428 -12.95 % Added More 28,706 72.85 $-61,718
Philip Morris International Inc (PM) US PM Tobacco 6,325 $231,685 $-34,661 -13.01 % New Holding 6,325 100.00 $-34,661
Potlatch Corp (PCH) US PCH Paper And Related ... 86,607 $1,830,006 $-653,883 -26.32 % Added More 2,733 3.25 $-20,634
Praxair Inc (PX) US PX Industrial Gases 7,308 $349,322 $-112,836 -24.41 % New Holding 7,308 100.00 $-112,836
Procter And Gamble Co (PG) CH PG Cosmetics And Toil ... 87,737 $5,205,436 $-493,082 -8.65 % Added More 3,314 3.92 $-18,625
Schlumberger Ltd (SLB) AN SLB Oil-Field Services 39,148 $1,550,261 $-451,768 -22.56 % Added More 8,282 26.83 $-95,574
State Street Corp (STT) US STT Fiduciary Banks 73,888 $2,119,847 $-926,556 -30.41 % Added More 17,955 32.10 $-225,156
Syngenta Ag (SYT) CH SYT Agricultural Chemi ... 68,489 $1,934,814 $-587,636 -23.29 % New Holding 68,489 100.00 $-587,636
Teva Pharmaceutical Industries Lt ... (TEVA) IL TEVA Medical-Generic Dr ... 64,114 $2,687,018 $-61,549 -2.23 % Added More 838 1.32 $-804
Tjx Cos Inc (TJX) US TJX Retail-Discount 79,125 $1,461,439 $-413,824 -22.06 % Added More 33 0.04 $-173
Transocean Inc (RIG) KY RIG Oil-Field Services 3,563 $197,390 $-79,063 -28.59 % Sold Some -610 -14.61 $13,536
United Technologies Corp (UTX) US UTX Aerospace/Defense- ... 10,950 $473,259 $-98,222 -17.18 % Added More 180 1.67 $-1,615
Verizon Communications Inc (VZ) US VZ Telephone-Integrat ... None - - - % Sold All -6,462 -100.00 $25,783
Walt Disney Cothe (DIS) US DIS Multimedia 12,131 $227,214 $-40,639 -15.17 % Added More 1,710 16.40 $-5,729
Wells Fargo And Co (WFC) US WFC - 8,239 $185,625 $-50,176 -21.27 % New Holding 8,239 100.00 $-50,176
White Mountains Insurance Group L ... (WTM) BM WTM Property/Casualty ... None - - - % Sold All -4,692 -100.00 $518,466
Wyeth (WYE) US WYE Medical-Drugs None - - - % Sold All -4,200 -100.00 $5,208
Zimmer Holdings Inc (ZMH) US ZMH Medical Products 41,606 $1,453,298 $-319,118 -18.00 % Added More 3,449 9.03 $-26,454
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Listed 80 holdings.
 

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Note: All amounts are based on price of stock at date reported versus the current price! They do not represent actual profit/loss!
There has been no adjustmentsfor splits!
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