Creative Financial Designs’s PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund TUZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-39	Closed	-$2K	–	842
2017 Q2	$2K	Hold	39	–	–	﹤0.01%	668
2017 Q1	$2K	Buy	+39	New	+$1.98K	﹤0.01%	625

Other funds holding TUZ

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

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

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

LTFS

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

LWA

Lowe Wealth Advisors Columbia, Maryland $274M AUM 14.31% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Creative Financial Designs's TUZ Position: Q3 2017 in Review

Creative Financial Designs sold out of PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund (TUZ) in Q3 2017, closing a stake of 39 shares — an estimated $2K sold.

Creative Financial Designs first reported a position in TUZ in Q1 2017 and held it in 2 quarters. The position peaked at $2K in Q2 2017. 36 funds tracked by Wall St. Rank hold TUZ as of Q3 2017.

Creative Financial Designs reported no remaining PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund position as of Q3 2017 after selling out during the quarter.
Creative Financial Designs sold 39 PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund shares in Q3 2017, an estimated $2K.
Creative Financial Designs first reported a position in PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund in Q1 2017 and held it in 2 quarters.
Creative Financial Designs's PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund position peaked at $2K in Q2 2017.
36 funds tracked by Wall St. Rank held PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund as of Q3 2017.

Based on Creative Financial Designs's 13F filing for Q3 2017, filed 2 May 2018.