GKWIM
CCT

Gerber Kawasaki Wealth & Investment Management’s Corporate Capital Trust, Inc. CCT Stock Holding History

Gerber Kawasaki Wealth & 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
Q2 		– Sell
-12,120
Closed -$204K – 127
2018
Q1 		$204K Buy
+12,120
New +$194K 0.07% 109

Other funds holding CCT

HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's CCT Position: Q2 2018 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Corporate Capital Trust, Inc. (CCT) in Q2 2018, closing a stake of 12,120 shares — an estimated $204K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in CCT in Q1 2018 and held it in 1 quarter. The position peaked at $204K in Q1 2018. 172 funds tracked by Wall St. Rank hold CCT as of Q2 2018.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Corporate Capital Trust, Inc. position as of Q2 2018 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 12,120 Corporate Capital Trust, Inc. shares in Q2 2018, an estimated $204K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Corporate Capital Trust, Inc. in Q1 2018 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Corporate Capital Trust, Inc. position peaked at $204K in Q1 2018.
  • 172 funds tracked by Wall St. Rank held Corporate Capital Trust, Inc. as of Q2 2018.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2018, filed 3 Aug 2018.