SIC
CMCT

Samalin Investment Counsel’s Creative Media & Community Trust CMCT Stock Holding History

Samalin Investment Counsel’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
Q2 		– Sell
-29
Closed -$18.4K – 300
2025
Q1 		$18.4K Buy
29
+28
+2,800% +$50.7K 0.01% 316
2024
Q4 		$3.38K Buy
+1
New +$8.99K ﹤0.01% 293

Other funds holding CMCT

Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CSC
Caldwell Sutter Capital Sausalito, California $265M AUM 30.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Samalin Investment Counsel's CMCT Position: Q2 2025 in Review

Samalin Investment Counsel sold out of Creative Media & Community Trust (CMCT) in Q2 2025, closing a stake of 29 shares — an estimated $18.4K sold.

Samalin Investment Counsel first reported a position in CMCT in Q4 2024 and held it in 2 quarters. The position peaked at $18.4K in Q1 2025. 11 funds tracked by Wall St. Rank hold CMCT as of Q2 2025.

  • Samalin Investment Counsel reported no remaining Creative Media & Community Trust position as of Q2 2025 after selling out during the quarter.
  • Samalin Investment Counsel sold 29 Creative Media & Community Trust shares in Q2 2025, an estimated $18.4K.
  • Samalin Investment Counsel first reported a position in Creative Media & Community Trust in Q4 2024 and held it in 2 quarters.
  • Samalin Investment Counsel's Creative Media & Community Trust position peaked at $18.4K in Q1 2025.
  • 11 funds tracked by Wall St. Rank held Creative Media & Community Trust as of Q2 2025.

Based on Samalin Investment Counsel's 13F filing for Q2 2025, filed 7 Aug 2025.