Creative Financial Designs’s iPath Series B S&P GSCI Crude Oil ETN OIL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-250	Closed	-$2K	–	677
2018 Q4	$2K	Buy	+250	New	+$3.08K	﹤0.01%	539
2017 Q2	–	Sell	-7,080	Closed	-$73K	–	885
2017 Q1	$73K	Buy	7,080 +3,875	+121%	+$42.1K	0.05%	198
2016 Q4	$29K	Buy	+3,205	New	+$34.5K	0.02%	277

Other funds holding OIL

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Creative Financial Designs's OIL Position: Q1 2019 in Review

Creative Financial Designs sold out of iPath Series B S&P GSCI Crude Oil ETN (OIL) in Q1 2019, closing a stake of 250 shares — an estimated $2K sold.

Creative Financial Designs first reported a position in OIL in Q4 2016 and held it in 3 quarters. The position peaked at $73K in Q1 2017. 13 funds tracked by Wall St. Rank hold OIL as of Q1 2019.

Creative Financial Designs reported no remaining iPath Series B S&P GSCI Crude Oil ETN position as of Q1 2019 after selling out during the quarter.
Creative Financial Designs sold 250 iPath Series B S&P GSCI Crude Oil ETN shares in Q1 2019, an estimated $2K.
Creative Financial Designs first reported a position in iPath Series B S&P GSCI Crude Oil ETN in Q4 2016 and held it in 3 quarters.
Creative Financial Designs's iPath Series B S&P GSCI Crude Oil ETN position peaked at $73K in Q1 2017.
13 funds tracked by Wall St. Rank held iPath Series B S&P GSCI Crude Oil ETN as of Q1 2019.

Based on Creative Financial Designs's 13F filing for Q1 2019, filed 23 Apr 2019.