CWSR
CCT

Chessman Wealth Strategies RIA’s Corporate Capital Trust, Inc. CCT Stock Holding History

Chessman Wealth Strategies RIA’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
-34,247
Closed -$523K – 200
2018
Q3 		$523K Sell
34,247
-5,971
-15% -$98.1K 0.46% 16
2018
Q2 		$628K Sell
40,218
-1,192
-3% -$19.8K 0.55% 16
2018
Q1 		$700K Buy
41,410
+27,672
+201% +$442K 0.88% 16
2017
Q4 		$220K Buy
+13,738
New +$241K 0.22% 27

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 $1.15B AUM 23.08% 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

Chessman Wealth Strategies RIA's CCT Position: Q4 2018 in Review

Chessman Wealth Strategies RIA sold out of Corporate Capital Trust, Inc. (CCT) in Q4 2018, closing a stake of 34,247 shares — an estimated $523K sold.

Chessman Wealth Strategies RIA first reported a position in CCT in Q4 2017 and held it in 4 quarters. The position peaked at $700K in Q1 2018. 6 funds tracked by Wall St. Rank hold CCT as of Q4 2018.

  • Chessman Wealth Strategies RIA reported no remaining Corporate Capital Trust, Inc. position as of Q4 2018 after selling out during the quarter.
  • Chessman Wealth Strategies RIA sold 34,247 Corporate Capital Trust, Inc. shares in Q4 2018, an estimated $523K.
  • Chessman Wealth Strategies RIA first reported a position in Corporate Capital Trust, Inc. in Q4 2017 and held it in 4 quarters.
  • Chessman Wealth Strategies RIA's Corporate Capital Trust, Inc. position peaked at $700K in Q1 2018.
  • 6 funds tracked by Wall St. Rank held Corporate Capital Trust, Inc. as of Q4 2018.

Based on Chessman Wealth Strategies RIA's 13F filing for Q4 2018, filed 14 Jan 2019.