AI
CCT

Atria Investments’s Corporate Capital Trust, Inc. CCT Stock Holding History

Atria Investments’s Portfolio CCT Stock Details CCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-14,690
Closed -$224K – 1055
2018
Q3 		$224K Hold
14,690
– – 0.01% 892
2018
Q2 		$229K Hold
14,690
– – 0.01% 845
2018
Q1 		$248K Buy
+14,690
New +$235K 0.01% 744

Other funds holding CCT

CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
WB
Webster Bank Waterbury, Connecticut $1.15B AUM 23.08% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
EWM
Executive Wealth Management Brighton, Michigan $1.28B AUM 16.54% 1-Year Est. Return
AIM
Advantage Investment Management Cedar Rapids, Iowa $128M AUM 0.94% 1-Year Est. Return

Atria Investments's CCT Position: Q4 2018 in Review

Atria Investments sold out of Corporate Capital Trust, Inc. (CCT) in Q4 2018, closing a stake of 14,690 shares — an estimated $224K sold.

Atria Investments first reported a position in CCT in Q1 2018 and held it in 3 quarters. The position peaked at $248K in Q1 2018. 6 funds tracked by Wall St. Rank hold CCT as of Q4 2018.

  • Atria Investments reported no remaining Corporate Capital Trust, Inc. position as of Q4 2018 after selling out during the quarter.
  • Atria Investments sold 14,690 Corporate Capital Trust, Inc. shares in Q4 2018, an estimated $224K.
  • Atria Investments first reported a position in Corporate Capital Trust, Inc. in Q1 2018 and held it in 3 quarters.
  • Atria Investments's Corporate Capital Trust, Inc. position peaked at $248K in Q1 2018.
  • 6 funds tracked by Wall St. Rank held Corporate Capital Trust, Inc. as of Q4 2018.

Based on Atria Investments's 13F filing for Q4 2018, filed 12 Feb 2019.