BWP
CCT

Baldwin Wealth Partners’s Corporate Capital Trust, Inc. CCT Stock Holding History

Baldwin Wealth 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
Q2 		– Sell
-1,967
Closed -$33K – 532
2018
Q1 		$33K Hold
1,967
– – 0.01% 339
2017
Q4 		$31K Buy
+1,967
New +$34.5K ﹤0.01% 339

Other funds holding CCT

HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Baldwin Wealth Partners's CCT Position: Q2 2018 in Review

Baldwin Wealth Partners sold out of Corporate Capital Trust, Inc. (CCT) in Q2 2018, closing a stake of 1,967 shares — an estimated $33K sold.

Baldwin Wealth Partners first reported a position in CCT in Q4 2017 and held it in 2 quarters. The position peaked at $33K in Q1 2018. 172 funds tracked by Wall St. Rank hold CCT as of Q2 2018.

  • Baldwin Wealth Partners reported no remaining Corporate Capital Trust, Inc. position as of Q2 2018 after selling out during the quarter.
  • Baldwin Wealth Partners sold 1,967 Corporate Capital Trust, Inc. shares in Q2 2018, an estimated $33K.
  • Baldwin Wealth Partners first reported a position in Corporate Capital Trust, Inc. in Q4 2017 and held it in 2 quarters.
  • Baldwin Wealth Partners's Corporate Capital Trust, Inc. position peaked at $33K in Q1 2018.
  • 172 funds tracked by Wall St. Rank held Corporate Capital Trust, Inc. as of Q2 2018.

Based on Baldwin Wealth Partners's 13F filing for Q2 2018, filed 24 Jul 2018.