DWA
CCT

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

Divergent 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
-2,950
Closed -$44K – 143
2018
Q3 		$44K Hold
2,950
– – 0.02% 74
2018
Q2 		$46K Hold
2,950
– – 0.02% 65
2018
Q1 		$50K Buy
+2,950
New +$47.1K 0.02% 63

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

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

Divergent Wealth Advisors sold out of Corporate Capital Trust, Inc. (CCT) in Q4 2018, closing a stake of 2,950 shares — an estimated $44K sold.

Divergent Wealth Advisors first reported a position in CCT in Q1 2018 and held it in 3 quarters. The position peaked at $50K in Q1 2018. 6 funds tracked by Wall St. Rank hold CCT as of Q4 2018.

  • Divergent Wealth Advisors reported no remaining Corporate Capital Trust, Inc. position as of Q4 2018 after selling out during the quarter.
  • Divergent Wealth Advisors sold 2,950 Corporate Capital Trust, Inc. shares in Q4 2018, an estimated $44K.
  • Divergent Wealth Advisors first reported a position in Corporate Capital Trust, Inc. in Q1 2018 and held it in 3 quarters.
  • Divergent Wealth Advisors's Corporate Capital Trust, Inc. position peaked at $50K in Q1 2018.
  • 6 funds tracked by Wall St. Rank held Corporate Capital Trust, Inc. as of Q4 2018.

Based on Divergent Wealth Advisors's 13F filing for Q4 2018, filed 5 Feb 2019.