Gradient Investments’s Corporate Capital Trust, Inc. CCT Stock Holding History

Gradient Investments’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	-2,243	Closed	-$34K	–	1163
2018 Q3	$34K	Sell	2,243 -440	-16%	-$7.23K	﹤0.01%	414
2018 Q2	$42K	Buy	2,683 +1,820	+211%	+$30.3K	﹤0.01%	364
2018 Q1	$15K	Hold	863	–	–	﹤0.01%	551
2017 Q4	$14K	Buy	+863	New	+$15.1K	﹤0.01%	543

Other funds holding CCT

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Webster Bank Waterbury, Connecticut $1.15B AUM 23.08% 1-Year Est. Return

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

Gradient Investments's CCT Position: Q4 2018 in Review

Gradient Investments sold out of Corporate Capital Trust, Inc. (CCT) in Q4 2018, closing a stake of 2,243 shares — an estimated $34K sold.

Gradient Investments first reported a position in CCT in Q4 2017 and held it in 4 quarters. The position peaked at $42K in Q2 2018. 6 funds tracked by Wall St. Rank hold CCT as of Q4 2018.

Gradient Investments reported no remaining Corporate Capital Trust, Inc. position as of Q4 2018 after selling out during the quarter.
Gradient Investments sold 2,243 Corporate Capital Trust, Inc. shares in Q4 2018, an estimated $34K.
Gradient Investments first reported a position in Corporate Capital Trust, Inc. in Q4 2017 and held it in 4 quarters.
Gradient Investments's Corporate Capital Trust, Inc. position peaked at $42K in Q2 2018.
6 funds tracked by Wall St. Rank held Corporate Capital Trust, Inc. as of Q4 2018.

Based on Gradient Investments's 13F filing for Q4 2018, filed 18 Jan 2019.