Commonwealth Equity Services
CMCT

Commonwealth Equity Services’s Creative Media & Community Trust CMCT Stock Holding History

Commonwealth Equity Services’s Portfolio CMCT Stock Details CMCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-162
Closed -$909K – 4194
2024
Q4 		$909K Buy
162
+145
+853% +$1.3M ﹤0.01% 2461
2024
Q3 		$210K Buy
+17
New +$858K ﹤0.01% 3651

Other funds holding CMCT

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $31.8B AUM 28.93% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
SIC
Samalin Investment Counsel Chappaqua, New York $320M AUM 20.87% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
PFCS
Pale Fire Capital SE Prague, Czech Republic $1.14B AUM 42.87% 1-Year Est. Return

Commonwealth Equity Services's CMCT Position: Q1 2025 in Review

Commonwealth Equity Services sold out of Creative Media & Community Trust (CMCT) in Q1 2025, closing a stake of 162 shares — an estimated $909K sold.

Commonwealth Equity Services first reported a position in CMCT in Q3 2024 and held it in 2 quarters. The position peaked at $909K in Q4 2024. 24 funds tracked by Wall St. Rank hold CMCT as of Q1 2025.

  • Commonwealth Equity Services reported no remaining Creative Media & Community Trust position as of Q1 2025 after selling out during the quarter.
  • Commonwealth Equity Services sold 162 Creative Media & Community Trust shares in Q1 2025, an estimated $909K.
  • Commonwealth Equity Services first reported a position in Creative Media & Community Trust in Q3 2024 and held it in 2 quarters.
  • Commonwealth Equity Services's Creative Media & Community Trust position peaked at $909K in Q4 2024.
  • 24 funds tracked by Wall St. Rank held Creative Media & Community Trust as of Q1 2025.

Based on Commonwealth Equity Services's 13F filing for Q1 2025, filed 9 May 2025.