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Creative Financial Designs’s Cambria Trinity ETF TRTY Stock Holding History

Creative Financial Designs’s Portfolio TRTY Stock Details TRTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-100
Closed -$2.45K – 632
2019
Q3 		$2K Hold
100
– – ﹤0.01% 567
2019
Q2 		$2K Hold
100
– – ﹤0.01% 517
2019
Q1 		$2K Sell
100
-1,300
-93% -$31.2K ﹤0.01% 512
2018
Q4 		$33K Buy
+1,400
New +$33.8K 0.02% 234

Other funds holding TRTY

CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
FANJ
Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

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

Creative Financial Designs sold out of Cambria Trinity ETF (TRTY) in Q4 2019, closing a stake of 100 shares — an estimated $2.45K sold.

Creative Financial Designs first reported a position in TRTY in Q4 2018 and held it in 4 quarters. The position peaked at $33K in Q4 2018. 9 funds tracked by Wall St. Rank hold TRTY as of Q4 2019.

  • Creative Financial Designs reported no remaining Cambria Trinity ETF position as of Q4 2019 after selling out during the quarter.
  • Creative Financial Designs sold 100 Cambria Trinity ETF shares in Q4 2019, an estimated $2.45K.
  • Creative Financial Designs first reported a position in Cambria Trinity ETF in Q4 2018 and held it in 4 quarters.
  • Creative Financial Designs's Cambria Trinity ETF position peaked at $33K in Q4 2018.
  • 9 funds tracked by Wall St. Rank held Cambria Trinity ETF as of Q4 2019.

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