BCWM
CCUR

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

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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.