Creative Financial Designs’s Knowles KN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-225	Closed	-$5K	–	570
2019 Q4	$5K	Hold	225	–	–	﹤0.01%	471
2019 Q3	$4K	Hold	225	–	–	﹤0.01%	499
2019 Q2	$4K	Hold	225	–	–	﹤0.01%	478
2019 Q1	$4K	Hold	225	–	–	﹤0.01%	463
2018 Q4	$3K	Hold	225	–	–	﹤0.01%	482
2018 Q3	$4K	Hold	225	–	–	﹤0.01%	561
2018 Q2	$3K	Hold	225	–	–	﹤0.01%	618
2018 Q1	$3K	Hold	225	–	–	﹤0.01%	564
2017 Q4	$3K	Buy	225 +200	+800%	+$3.13K	﹤0.01%	560
2017 Q3	$0	Hold	25	–	–	﹤0.01%	784
2017 Q2	$0	Hold	25	–	–	﹤0.01%	800
2017 Q1	$0	Hold	25	–	–	﹤0.01%	801
2016 Q4	$0	Buy	+25	New	+$390	﹤0.01%	741

Other funds holding KN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Alpha Wave Global New York $791M AUM 113.77% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return