Avantax Planning Partners’s Corporate Capital Trust, Inc. CCT Stock Holding History

Avantax Planning Partners’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	-4,478	Closed	-$68K	–	1435
2018 Q3	$68K	Buy	+4,478	New	+$73.6K	0.01%	424
2018 Q2	–	Sell	-4,479	Closed	-$76K	–	1805
2018 Q1	$76K	Buy	+4,479	New	+$71.6K	0.01%	452

Other funds holding CCT

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Webster Bank Waterbury, Connecticut $1.15B AUM 23.08% 1-Year Est. Return

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

Avantax Planning Partners's CCT Position: Q4 2018 in Review

Avantax Planning Partners sold out of Corporate Capital Trust, Inc. (CCT) in Q4 2018, closing a stake of 4,478 shares — an estimated $68K sold.

Avantax Planning Partners first reported a position in CCT in Q1 2018 and held it in 2 quarters. The position peaked at $76K in Q1 2018. 6 funds tracked by Wall St. Rank hold CCT as of Q4 2018.

Avantax Planning Partners reported no remaining Corporate Capital Trust, Inc. position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 4,478 Corporate Capital Trust, Inc. shares in Q4 2018, an estimated $68K.
Avantax Planning Partners first reported a position in Corporate Capital Trust, Inc. in Q1 2018 and held it in 2 quarters.
Avantax Planning Partners's Corporate Capital Trust, Inc. position peaked at $76K in Q1 2018.
6 funds tracked by Wall St. Rank held Corporate Capital Trust, Inc. as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.