Bartlett & Co Wealth Management’s CCUR Holdings, Inc. Common Stock CCUR Stock Holding History

Bartlett & Co Wealth Management’s Portfolio CCUR Stock Details CCUR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-55	Closed	-$182	–	773
2018 Q4	$182	Hold	55	–	–	﹤0.01%	678
2018 Q3	$267	Hold	55	–	–	﹤0.01%	688
2018 Q2	$293	Hold	55	–	–	﹤0.01%	687
2018 Q1	$264	Buy	+55	New	+$307	﹤0.01%	733

Other funds holding CCUR

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Bartlett & Co Wealth Management's CCUR Position: Q1 2019 in Review

Bartlett & Co Wealth Management sold out of CCUR Holdings, Inc. Common Stock (CCUR) in Q1 2019, closing a stake of 55 shares — an estimated $182 sold.

Bartlett & Co Wealth Management first reported a position in CCUR in Q1 2018 and held it in 4 quarters. The position peaked at $293 in Q2 2018. 1 fund tracked by Wall St. Rank holds CCUR as of Q1 2019.

Bartlett & Co Wealth Management reported no remaining CCUR Holdings, Inc. Common Stock position as of Q1 2019 after selling out during the quarter.
Bartlett & Co Wealth Management sold 55 CCUR Holdings, Inc. Common Stock shares in Q1 2019, an estimated $182.
Bartlett & Co Wealth Management first reported a position in CCUR Holdings, Inc. Common Stock in Q1 2018 and held it in 4 quarters.
Bartlett & Co Wealth Management's CCUR Holdings, Inc. Common Stock position peaked at $293 in Q2 2018.
1 fund tracked by Wall St. Rank held CCUR Holdings, Inc. Common Stock as of Q1 2019.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2019, filed 13 Feb 2024.