BWA
CCT

BDO Wealth Advisors’s Corporate Capital Trust, Inc. CCT Stock Holding History

BDO Wealth Advisors’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
-196
Closed -$3K – 656
2018
Q3 		$3K Sell
196
-210
-52% -$3.45K ﹤0.01% 546
2018
Q2 		$6K Hold
406
– – ﹤0.01% 499
2018
Q1 		$7K Buy
+406
New +$6.49K ﹤0.01% 422

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 $1.06B AUM 19.66% 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

BDO Wealth Advisors's CCT Position: Q4 2018 in Review

BDO Wealth Advisors sold out of Corporate Capital Trust, Inc. (CCT) in Q4 2018, closing a stake of 196 shares — an estimated $3K sold.

BDO Wealth Advisors first reported a position in CCT in Q1 2018 and held it in 3 quarters. The position peaked at $7K in Q1 2018. 6 funds tracked by Wall St. Rank hold CCT as of Q4 2018.

  • BDO Wealth Advisors reported no remaining Corporate Capital Trust, Inc. position as of Q4 2018 after selling out during the quarter.
  • BDO Wealth Advisors sold 196 Corporate Capital Trust, Inc. shares in Q4 2018, an estimated $3K.
  • BDO Wealth Advisors first reported a position in Corporate Capital Trust, Inc. in Q1 2018 and held it in 3 quarters.
  • BDO Wealth Advisors's Corporate Capital Trust, Inc. position peaked at $7K in Q1 2018.
  • 6 funds tracked by Wall St. Rank held Corporate Capital Trust, Inc. as of Q4 2018.

Based on BDO Wealth Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.