HWP
CCT

Hefty Wealth Partners’s Corporate Capital Trust, Inc. CCT Stock Holding History

Hefty Wealth Partners’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 		$447K Buy
+26,427
New +$422K 0.29% 79

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 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 $133B AUM 72.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $71.6B AUM 21.08% 1-Year Est. Return

Hefty Wealth Partners's CCT Position: Q1 2018 in Review

Hefty Wealth Partners opened a new position in Corporate Capital Trust, Inc. (CCT) in Q1 2018: 26,427 shares worth $447K. The stake represents 0.29% of the portfolio and ranks #79 among its holdings.

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

  • Hefty Wealth Partners held 26,427 shares of Corporate Capital Trust, Inc. worth $447K as of Q1 2018.
  • Corporate Capital Trust, Inc. was a new Hefty Wealth Partners position in Q1 2018.
  • Corporate Capital Trust, Inc. made up 0.29% of Hefty Wealth Partners's portfolio in Q1 2018, its #79 holding.
  • 166 funds tracked by Wall St. Rank held Corporate Capital Trust, Inc. as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.