CFD
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Creative Financial Designs’s StoneX SNEX Stock Holding History

Creative Financial Designs’s Portfolio SNEX Stock Details SNEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-1,316
Closed -$10K – 621
2019
Q3 		$10K Buy
1,316
+541
+70% +$4.24K 0.01% 407
2019
Q2 		$6K Hold
775
– – ﹤0.01% 451
2019
Q1 		$6K Hold
775
– – ﹤0.01% 437
2018
Q4 		$6K Buy
+775
New +$6.57K ﹤0.01% 420

Other funds holding SNEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NTCM
Nine Ten Capital Management Chicago, Illinois $321M AUM 44.58% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Creative Financial Designs's SNEX Position: Q4 2019 in Review

Creative Financial Designs sold out of StoneX (SNEX) in Q4 2019, closing a stake of 1,316 shares — an estimated $10K sold.

Creative Financial Designs first reported a position in SNEX in Q4 2018 and held it in 4 quarters. The position peaked at $10K in Q3 2019. 142 funds tracked by Wall St. Rank hold SNEX as of Q4 2019.

  • Creative Financial Designs reported no remaining StoneX position as of Q4 2019 after selling out during the quarter.
  • Creative Financial Designs sold 1,316 StoneX shares in Q4 2019, an estimated $10K.
  • Creative Financial Designs first reported a position in StoneX in Q4 2018 and held it in 4 quarters.
  • Creative Financial Designs's StoneX position peaked at $10K in Q3 2019.
  • 142 funds tracked by Wall St. Rank held StoneX as of Q4 2019.

Based on Creative Financial Designs's 13F filing for Q4 2019, filed 17 Jan 2020.