Creative Financial Designs’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-400	Closed	-$23K	–	762
2017 Q4	$23K	Hold	400	–	–	0.02%	298
2017 Q3	$23K	Hold	400	–	–	0.01%	313
2017 Q2	$22K	Hold	400	–	–	0.01%	316
2017 Q1	$22K	Hold	400	–	–	0.02%	310
2016 Q4	$21K	Buy	+400	New	+$21.5K	0.02%	314

Other funds holding WIP

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

Creative Financial Designs's WIP Position: Q1 2018 in Review

Creative Financial Designs sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q1 2018, closing a stake of 400 shares — an estimated $23K sold.

Creative Financial Designs first reported a position in WIP in Q4 2016 and held it in 5 quarters. The position peaked at $23K in Q4 2017. 105 funds tracked by Wall St. Rank hold WIP as of Q1 2018.

Creative Financial Designs reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q1 2018 after selling out during the quarter.
Creative Financial Designs sold 400 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q1 2018, an estimated $23K.
Creative Financial Designs first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q4 2016 and held it in 5 quarters.
Creative Financial Designs's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $23K in Q4 2017.
105 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q1 2018.

Based on Creative Financial Designs's 13F filing for Q1 2018, filed 2 May 2018.