CFD
KONA

Creative Financial Designs’s Kona Grill, Inc. KONA Stock Holding History

Creative Financial Designs’s Portfolio KONA Stock Details KONA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-600
Closed -$1K – 801
2018
Q3 		$1K Hold
600
– – ﹤0.01% 731
2018
Q2 		$1K Hold
600
– – ﹤0.01% 743
2018
Q1 		$1K Hold
600
– – ﹤0.01% 685
2017
Q4 		$1K Hold
600
– – ﹤0.01% 685
2017
Q3 		$2K Hold
600
– – ﹤0.01% 661
2017
Q2 		$2K Hold
600
– – ﹤0.01% 671
2017
Q1 		$4K Buy
+600
New +$4.84K ﹤0.01% 533

Other funds holding KONA

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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

Creative Financial Designs sold out of Kona Grill, Inc. (KONA) in Q4 2018, closing a stake of 600 shares — an estimated $1K sold.

Creative Financial Designs first reported a position in KONA in Q1 2017 and held it in 7 quarters. The position peaked at $4K in Q1 2017. 26 funds tracked by Wall St. Rank hold KONA as of Q4 2018.

  • Creative Financial Designs reported no remaining Kona Grill, Inc. position as of Q4 2018 after selling out during the quarter.
  • Creative Financial Designs sold 600 Kona Grill, Inc. shares in Q4 2018, an estimated $1K.
  • Creative Financial Designs first reported a position in Kona Grill, Inc. in Q1 2017 and held it in 7 quarters.
  • Creative Financial Designs's Kona Grill, Inc. position peaked at $4K in Q1 2017.
  • 26 funds tracked by Wall St. Rank held Kona Grill, Inc. as of Q4 2018.

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