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Creative Financial Designs’s iShares MSCI BIC ETF BKF Stock Holding History

Creative Financial Designs’s Portfolio BKF Stock Details BKF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-169
Closed -$6K – 745
2017
Q2 		$6K Buy
169
+69
+69% +$2.56K ﹤0.01% 482
2017
Q1 		$4K Buy
+100
New +$3.51K ﹤0.01% 505

Other funds holding BKF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return
CI
Conning Inc Hartford, Connecticut $3.01B AUM 16.23% 1-Year Est. Return
SIA
Spruce Investment Advisors Stamford, Connecticut $48.5M AUM 19.92% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Financial Designs's BKF Position: Q3 2017 in Review

Creative Financial Designs sold out of iShares MSCI BIC ETF (BKF) in Q3 2017, closing a stake of 169 shares — an estimated $6K sold.

Creative Financial Designs first reported a position in BKF in Q1 2017 and held it in 2 quarters. The position peaked at $6K in Q2 2017. 61 funds tracked by Wall St. Rank hold BKF as of Q3 2017.

  • Creative Financial Designs reported no remaining iShares MSCI BIC ETF position as of Q3 2017 after selling out during the quarter.
  • Creative Financial Designs sold 169 iShares MSCI BIC ETF shares in Q3 2017, an estimated $6K.
  • Creative Financial Designs first reported a position in iShares MSCI BIC ETF in Q1 2017 and held it in 2 quarters.
  • Creative Financial Designs's iShares MSCI BIC ETF position peaked at $6K in Q2 2017.
  • 61 funds tracked by Wall St. Rank held iShares MSCI BIC ETF as of Q3 2017.

Based on Creative Financial Designs's 13F filing for Q3 2017, filed 2 May 2018.