Creative Financial Designs’s POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO XLFS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-1	Closed	–	–	809
2017 Q4	$0	Sell	1 -70	-99%	–	﹤0.01%	832
2017 Q3	$4K	Sell	71 -3,610	-98%	-$203K	﹤0.01%	569
2017 Q2	$190K	Buy	3,681 +935	+34%	+$48.3K	0.12%	138
2017 Q1	$141K	Buy	+2,746	New	+$141K	0.1%	154

Other funds holding XLFS

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

NCMW

Northern Capital Management (Wisconsin) Madison, Wisconsin $373M AUM 11.01% 1-Year Est. Return

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

SOMRS

State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return

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

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

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

Creative Financial Designs sold out of POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO (XLFS) in Q1 2018, closing a stake of 1 share.

Creative Financial Designs first reported a position in XLFS in Q1 2017 and held it in 4 quarters. The position peaked at $190K in Q2 2017. 45 funds tracked by Wall St. Rank hold XLFS as of Q1 2018.

Creative Financial Designs reported no remaining POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO position as of Q1 2018 after selling out during the quarter.
Creative Financial Designs sold 1 POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO share in Q1 2018.
Creative Financial Designs first reported a position in POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO in Q1 2017 and held it in 4 quarters.
Creative Financial Designs's POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO position peaked at $190K in Q2 2017.
45 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO as of Q1 2018.

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