Creative Financial Designs’s The Organics ETF ORG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-241	Closed	-$6K	–	669
2018 Q4	$6K	Sell	241 -200	-45%	-$5.63K	﹤0.01%	423
2018 Q3	$14K	Hold	441	–	–	0.01%	395
2018 Q2	$14K	Hold	441	–	–	0.01%	423
2018 Q1	$15K	Buy	441 +241	+121%	+$8.11K	0.01%	375
2017 Q4	$7K	Hold	200	–	–	﹤0.01%	467
2017 Q3	$6K	Hold	200	–	–	﹤0.01%	490
2017 Q2	$6K	Hold	200	–	–	﹤0.01%	502
2017 Q1	$5K	Buy	+200	New	+$4.93K	﹤0.01%	499

Other funds holding ORG

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

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

LTFS

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

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

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

APA

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

WAS

Winch Advisory Services Appleton, Wisconsin $438M AUM 17.59% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

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

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

Creative Financial Designs sold out of The Organics ETF (ORG) in Q1 2019, closing a stake of 241 shares — an estimated $6K sold.

Creative Financial Designs first reported a position in ORG in Q1 2017 and held it in 8 quarters. The position peaked at $15K in Q1 2018. 10 funds tracked by Wall St. Rank hold ORG as of Q1 2019.

Creative Financial Designs reported no remaining The Organics ETF position as of Q1 2019 after selling out during the quarter.
Creative Financial Designs sold 241 The Organics ETF shares in Q1 2019, an estimated $6K.
Creative Financial Designs first reported a position in The Organics ETF in Q1 2017 and held it in 8 quarters.
Creative Financial Designs's The Organics ETF position peaked at $15K in Q1 2018.
10 funds tracked by Wall St. Rank held The Organics ETF as of Q1 2019.

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