CFD
PFX icon

Creative Financial Designs’s PhenixFIN PFX Stock Holding History

Creative Financial Designs’s Portfolio PFX Stock Details PFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-30
Closed -$1K – 1346
2020
Q4 		$1K Hold
30
– – ﹤0.01% 1203
2020
Q3 		$1K Hold
30
– – ﹤0.01% 1175
2020
Q2 		$0 Buy
+30
New +$388 ﹤0.01% 1181

Other funds holding PFX

AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MCP
Moab Capital Partners Southampton, New York $41M AUM 33.21% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $254M AUM 16.78% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Creative Financial Designs's PFX Position: Q1 2021 in Review

Creative Financial Designs sold out of PhenixFIN (PFX) in Q1 2021, closing a stake of 30 shares — an estimated $1K sold.

Creative Financial Designs first reported a position in PFX in Q2 2020 and held it in 3 quarters. The position peaked at $1K in Q4 2020. 24 funds tracked by Wall St. Rank hold PFX as of Q1 2021.

  • Creative Financial Designs reported no remaining PhenixFIN position as of Q1 2021 after selling out during the quarter.
  • Creative Financial Designs sold 30 PhenixFIN shares in Q1 2021, an estimated $1K.
  • Creative Financial Designs first reported a position in PhenixFIN in Q2 2020 and held it in 3 quarters.
  • Creative Financial Designs's PhenixFIN position peaked at $1K in Q4 2020.
  • 24 funds tracked by Wall St. Rank held PhenixFIN as of Q1 2021.

Based on Creative Financial Designs's 13F filing for Q1 2021, filed 19 Apr 2021.