Creative Financial Designs’s VanEck CEF Muni Income ETF XMPT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-814	Closed	-$21K	–	830
2018 Q2	$21K	Buy	814 +10	+1%	+$251	0.01%	356
2018 Q1	$20K	Buy	804 +10	+1%	+$256	0.01%	330
2017 Q4	$21K	Buy	794 +9	+1%	+$241	0.01%	312
2017 Q3	$21K	Buy	785 +9	+1%	+$246	0.01%	333
2017 Q2	$21K	Buy	776 +10	+1%	+$267	0.01%	325
2017 Q1	$20K	Buy	+766	New	+$20K	0.01%	325

Other funds holding XMPT

CIA

Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return

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

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Financial Designs's XMPT Position: Q3 2018 in Review

Creative Financial Designs sold out of VanEck CEF Muni Income ETF (XMPT) in Q3 2018, closing a stake of 814 shares — an estimated $21K sold.

Creative Financial Designs first reported a position in XMPT in Q1 2017 and held it in 6 quarters. The position peaked at $21K in Q2 2018. 33 funds tracked by Wall St. Rank hold XMPT as of Q3 2018.

Creative Financial Designs reported no remaining VanEck CEF Muni Income ETF position as of Q3 2018 after selling out during the quarter.
Creative Financial Designs sold 814 VanEck CEF Muni Income ETF shares in Q3 2018, an estimated $21K.
Creative Financial Designs first reported a position in VanEck CEF Muni Income ETF in Q1 2017 and held it in 6 quarters.
Creative Financial Designs's VanEck CEF Muni Income ETF position peaked at $21K in Q2 2018.
33 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q3 2018.

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