SEC 13F Intelligence

Managers / Q4 2020 · view latest →

Crescent Capital Consulting, LLC

CIK 0001676613 · 1100 POYDRAS STREET, SUITE 1350, NEW ORLEANS, LA, 70163 · 5042078555

Reported Value
$388M
Q4 2020
Positions
5,024
Filings on Record
5
2019–present window
Filed
Jan 19, 2021
original filing

Summary

Crescent Capital Consulting, Llc reported $388M in U.S.-listed holdings across 5,024 positions for Q4 2020.

Its largest position, IVV, represents 10.0% of the portfolio.

Reported Value by Quarter

13F Reported Value
Q4 ’20: $388MQ4 ’20Q1 ’21: $456MQ1 ’21Q2 ’21: $534MQ2 ’21Q3 ’21: $546MQ3 ’21Q4 ’21: $607MQ4 ’21filingsflow.com

Portfolio Composition

By security type
ETP: 70.7%Common Stock: 26.2%Other: 1.2%ADR: 1.0%MLP: 0.4%Other: 0.5%
  • ETP · 70.7% · $274M
  • Common Stock · 26.2% · $102M
  • Other · 1.2% · $5M
  • ADR · 1.0% · $4M
  • MLP · 0.4% · $1M
  • Other · 0.5% · $2M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2020

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q4 2021$607M6,276Jan 18, 202213F-HRchanges · EDGAR ↗
Q3 2021$546M5,727Oct 12, 202113F-HRchanges · EDGAR ↗
Q2 2021$534M5,633Jul 15, 202113F-HRchanges · EDGAR ↗
Q1 2021$456M5,463Apr 15, 202113F-HRchanges · EDGAR ↗
Q4 2020$388M5,024Jan 19, 202113F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.