CFD
SNLN

Creative Financial Designs’s Highland/iBoxx Senior Loan ETF SNLN Stock Holding History

Creative Financial Designs’s Portfolio SNLN Stock Details SNLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-486
Closed -$9K – 804
2017
Q3 		$9K Buy
486
+5
+1% +$92 0.01% 434
2017
Q2 		$9K Buy
+481
New +$8.91K 0.01% 441

Other funds holding SNLN

TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
DCM
Dearborn Capital Management Chicago, Illinois $41.6M AUM 2.79% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return
GC
Gilbert & Cook West Des Moines, Iowa $869M AUM 21.29% 1-Year Est. Return

Creative Financial Designs's SNLN Position: Q4 2017 in Review

Creative Financial Designs sold out of Highland/iBoxx Senior Loan ETF (SNLN) in Q4 2017, closing a stake of 486 shares — an estimated $9K sold.

Creative Financial Designs first reported a position in SNLN in Q2 2017 and held it in 2 quarters. The position peaked at $9K in Q3 2017. 59 funds tracked by Wall St. Rank hold SNLN as of Q4 2017.

  • Creative Financial Designs reported no remaining Highland/iBoxx Senior Loan ETF position as of Q4 2017 after selling out during the quarter.
  • Creative Financial Designs sold 486 Highland/iBoxx Senior Loan ETF shares in Q4 2017, an estimated $9K.
  • Creative Financial Designs first reported a position in Highland/iBoxx Senior Loan ETF in Q2 2017 and held it in 2 quarters.
  • Creative Financial Designs's Highland/iBoxx Senior Loan ETF position peaked at $9K in Q3 2017.
  • 59 funds tracked by Wall St. Rank held Highland/iBoxx Senior Loan ETF as of Q4 2017.

Based on Creative Financial Designs's 13F filing for Q4 2017, filed 2 May 2018.