Creative Financial Designs’s iShares Select U.S. REIT ETF ICF Stock Holding History

Creative Financial Designs’s Portfolio ICF Stock Details ICF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-218	Closed	-$11K	–	666
2018 Q3	$11K	Buy	218 +2	+0.9%	+$101	0.01%	427
2018 Q2	$11K	Sell	216 -1,046	-83%	-$49.7K	0.01%	456
2018 Q1	$59K	Hold	1,262	–	–	0.04%	206
2017 Q4	$64K	Buy	1,262 +2	+0.2%	+$102	0.04%	199
2017 Q3	$63K	Buy	1,260 +4	+0.3%	+$203	0.04%	217
2017 Q2	$64K	Sell	1,256 -176	-12%	-$8.89K	0.04%	214
2017 Q1	$71K	Buy	1,432 +2	+0.1%	+$100	0.05%	203
2016 Q4	$71K	Buy	+1,430	New	+$70.2K	0.06%	192

Other funds holding ICF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

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

CFB

Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Financial Designs's ICF Position: Q4 2018 in Review

Creative Financial Designs sold out of iShares Select U.S. REIT ETF (ICF) in Q4 2018, closing a stake of 218 shares — an estimated $11K sold.

Creative Financial Designs first reported a position in ICF in Q4 2016 and held it in 8 quarters. The position peaked at $71K in Q1 2017. 302 funds tracked by Wall St. Rank hold ICF as of Q4 2018.

Creative Financial Designs reported no remaining iShares Select U.S. REIT ETF position as of Q4 2018 after selling out during the quarter.
Creative Financial Designs sold 218 iShares Select U.S. REIT ETF shares in Q4 2018, an estimated $11K.
Creative Financial Designs first reported a position in iShares Select U.S. REIT ETF in Q4 2016 and held it in 8 quarters.
Creative Financial Designs's iShares Select U.S. REIT ETF position peaked at $71K in Q1 2017.
302 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q4 2018.

Based on Creative Financial Designs's 13F filing for Q4 2018, filed 24 Jan 2019.