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Creative Financial Designs’s Marcus & Millichap MMI Stock Holding History

Creative Financial Designs’s Portfolio MMI Stock Details MMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-135
Closed -$4K – 1178
2020
Q1 		$4K Sell
135
-2,315
-94% -$77.8K ﹤0.01% 426
2019
Q4 		$92K Sell
2,450
-250
-9% -$8.99K 0.04% 200
2019
Q3 		$95K Sell
2,700
-100
-4% -$3.41K 0.05% 185
2019
Q2 		$87K Buy
2,800
+425
+18% +$15.4K 0.05% 189
2019
Q1 		$97K Hold
2,375
– – 0.06% 168
2018
Q4 		$82K Buy
2,375
+125
+6% +$4.28K 0.06% 153
2018
Q3 		$78K Buy
2,250
+225
+11% +$8.53K 0.04% 175
2018
Q2 		$79K Buy
+2,025
New +$74.7K 0.05% 198

Other funds holding MMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

Creative Financial Designs's MMI Position: Q2 2020 in Review

Creative Financial Designs sold out of Marcus & Millichap (MMI) in Q2 2020, closing a stake of 135 shares — an estimated $4K sold.

Creative Financial Designs first reported a position in MMI in Q2 2018 and held it in 8 quarters. The position peaked at $97K in Q1 2019. 126 funds tracked by Wall St. Rank hold MMI as of Q2 2020.

  • Creative Financial Designs reported no remaining Marcus & Millichap position as of Q2 2020 after selling out during the quarter.
  • Creative Financial Designs sold 135 Marcus & Millichap shares in Q2 2020, an estimated $4K.
  • Creative Financial Designs first reported a position in Marcus & Millichap in Q2 2018 and held it in 8 quarters.
  • Creative Financial Designs's Marcus & Millichap position peaked at $97K in Q1 2019.
  • 126 funds tracked by Wall St. Rank held Marcus & Millichap as of Q2 2020.

Based on Creative Financial Designs's 13F filing for Q2 2020, filed 23 Jul 2020.