Clear Creek Financial Management’s Manhattan Bridge Capital LOAN Stock Holding History

Clear Creek Financial Management’s Portfolio LOAN Stock Details LOAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-27,809	Closed	-$27.8K	–	359
2023 Q3	$27.8K	Buy	27,809 +1,080	+4%	+$5.19K	﹤0.01%	322
2023 Q2	$26.7K	Buy	26,729 +3,278	+14%	+$16.3K	﹤0.01%	327
2023 Q1	$23.5K	Sell	23,451 -21,791	-48%	-$121K	﹤0.01%	305
2022 Q4	$50.6K	Buy	45,242 +25,809	+133%	+$143K	0.01%	294
2022 Q3	$19K	Sell	19,433 -34,066	-64%	-$189K	﹤0.01%	283
2022 Q2	$53K	Sell	53,499 -2,661	-5%	-$15K	0.01%	300
2022 Q1	$56K	Sell	56,160 -5,981	-10%	-$34.6K	0.01%	336
2021 Q4	$70K	Sell	62,141 -93	-0.1%	-$568	0.01%	348
2021 Q3	$62K	Buy	62,234 +1,567	+3%	+$10.1K	0.01%	320
2021 Q2	$61K	Buy	+60,667	New	+$397K	0.01%	327
2021 Q1	–	Sell	-72,175	Closed	-$80K	–	170
2020 Q4	$80K	Buy	+72,175	New	+$342K	0.02%	293

Other funds holding LOAN

Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hardy Reed Tupelo, Mississippi $1.56B AUM 23.01% 1-Year Est. Return

TFA

Tobias Financial Advisors Plantation, Florida $718M AUM 15.66% 1-Year Est. Return

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

Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return

Clear Creek Financial Management's LOAN Position: Q4 2023 in Review

Clear Creek Financial Management sold out of Manhattan Bridge Capital (LOAN) in Q4 2023, closing a stake of 27,809 shares — an estimated $27.8K sold.

Clear Creek Financial Management first reported a position in LOAN in Q4 2020 and held it in 11 quarters. The position peaked at $80K in Q4 2020. 41 funds tracked by Wall St. Rank hold LOAN as of Q4 2023.

Clear Creek Financial Management reported no remaining Manhattan Bridge Capital position as of Q4 2023 after selling out during the quarter.
Clear Creek Financial Management sold 27,809 Manhattan Bridge Capital shares in Q4 2023, an estimated $27.8K.
Clear Creek Financial Management first reported a position in Manhattan Bridge Capital in Q4 2020 and held it in 11 quarters.
Clear Creek Financial Management's Manhattan Bridge Capital position peaked at $80K in Q4 2020.
41 funds tracked by Wall St. Rank held Manhattan Bridge Capital as of Q4 2023.

Based on Clear Creek Financial Management's 13F filing for Q4 2023, filed 24 Jan 2024.