Creative Financial Designs’s VanEck Morningstar International Moat ETF MOTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-500	Closed	-$16K	–	700
2018 Q3	$16K	Hold	500	–	–	0.01%	368
2018 Q2	$16K	Hold	500	–	–	0.01%	393
2018 Q1	$17K	Hold	500	–	–	0.01%	350
2017 Q4	$17K	Hold	500	–	–	0.01%	341
2017 Q3	$18K	Buy	+500	New	+$17.4K	0.01%	346

Other funds holding MOTI

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Denver PWM Denver, Colorado $291M AUM 12.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

BFO

Boston Family Office Boston, Massachusetts $1.5B AUM 11.68% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

CBFP

Cedar Brook Financial Partners Cleveland, Ohio $698K AUM 46.64% 1-Year Est. Return

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

Creative Financial Designs sold out of VanEck Morningstar International Moat ETF (MOTI) in Q4 2018, closing a stake of 500 shares — an estimated $16K sold.

Creative Financial Designs first reported a position in MOTI in Q3 2017 and held it in 5 quarters. The position peaked at $18K in Q3 2017. 21 funds tracked by Wall St. Rank hold MOTI as of Q4 2018.

Creative Financial Designs reported no remaining VanEck Morningstar International Moat ETF position as of Q4 2018 after selling out during the quarter.
Creative Financial Designs sold 500 VanEck Morningstar International Moat ETF shares in Q4 2018, an estimated $16K.
Creative Financial Designs first reported a position in VanEck Morningstar International Moat ETF in Q3 2017 and held it in 5 quarters.
Creative Financial Designs's VanEck Morningstar International Moat ETF position peaked at $18K in Q3 2017.
21 funds tracked by Wall St. Rank held VanEck Morningstar International Moat ETF as of Q4 2018.

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