FAIM
CCT

Financial Advocates Investment Management’s Corporate Capital Trust, Inc. CCT Stock Holding History

Financial Advocates Investment 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
Q4 		– Sell
-90,558
Closed -$1.38M – 521
2018
Q3 		$1.38M Sell
90,558
-60,097
-40% -$987K 0.15% 147
2018
Q2 		$2.38M Buy
150,655
+64,945
+76% +$1.08M 0.29% 88
2018
Q1 		$1.45M Buy
85,710
+39,477
+85% +$631K 0.19% 121
2017
Q4 		$739K Buy
+46,233
New +$810K 0.1% 206

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 $5.53B AUM 28.94% 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 3.61% 1-Year Est. Return

Financial Advocates Investment Management's CCT Position: Q4 2018 in Review

Financial Advocates Investment Management sold out of Corporate Capital Trust, Inc. (CCT) in Q4 2018, closing a stake of 90,558 shares — an estimated $1.38M sold.

Financial Advocates Investment Management first reported a position in CCT in Q4 2017 and held it in 4 quarters. The position peaked at $2.38M in Q2 2018. 6 funds tracked by Wall St. Rank hold CCT as of Q4 2018.

  • Financial Advocates Investment Management reported no remaining Corporate Capital Trust, Inc. position as of Q4 2018 after selling out during the quarter.
  • Financial Advocates Investment Management sold 90,558 Corporate Capital Trust, Inc. shares in Q4 2018, an estimated $1.38M.
  • Financial Advocates Investment Management first reported a position in Corporate Capital Trust, Inc. in Q4 2017 and held it in 4 quarters.
  • Financial Advocates Investment Management's Corporate Capital Trust, Inc. position peaked at $2.38M in Q2 2018.
  • 6 funds tracked by Wall St. Rank held Corporate Capital Trust, Inc. as of Q4 2018.

Based on Financial Advocates Investment Management's 13F filing for Q4 2018, filed 14 Feb 2019.