CWM
CCT

Cornerstone Wealth Management’s Corporate Capital Trust, Inc. CCT Stock Holding History

Cornerstone Wealth Management’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
Q1 		$267K Buy
+15,830
New +$253K 0.05% 310

Other funds holding CCT

HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 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 $164B AUM 112.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cornerstone Wealth Management's CCT Position: Q1 2018 in Review

Cornerstone Wealth Management opened a new position in Corporate Capital Trust, Inc. (CCT) in Q1 2018: 15,830 shares worth $267K. The stake represents 0.05% of the portfolio and ranks #310 among its holdings.

166 funds tracked by Wall St. Rank hold CCT as of Q1 2018.

  • Cornerstone Wealth Management held 15,830 shares of Corporate Capital Trust, Inc. worth $267K as of Q1 2018.
  • Corporate Capital Trust, Inc. was a new Cornerstone Wealth Management position in Q1 2018.
  • Corporate Capital Trust, Inc. made up 0.05% of Cornerstone Wealth Management's portfolio in Q1 2018, its #310 holding.
  • 166 funds tracked by Wall St. Rank held Corporate Capital Trust, Inc. as of Q1 2018.

Based on Cornerstone Wealth Management's 13F filing for Q1 2018, filed 24 Apr 2018.