KPCM
CCT

Kings Point Capital Management’s Corporate Capital Trust, Inc. CCT Stock Holding History

Kings Point Capital 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
-4,907
Closed -$75K – 380
2018
Q3 		$75K Hold
4,907
– – 0.01% 205
2018
Q2 		$77K Hold
4,907
– – 0.02% 199
2018
Q1 		$83K Hold
4,907
– – 0.02% 190
2017
Q4 		$78K Buy
+4,907
New +$86K 0.02% 193

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

Kings Point Capital Management's CCT Position: Q4 2018 in Review

Kings Point Capital Management sold out of Corporate Capital Trust, Inc. (CCT) in Q4 2018, closing a stake of 4,907 shares — an estimated $75K sold.

Kings Point Capital Management first reported a position in CCT in Q4 2017 and held it in 4 quarters. The position peaked at $83K in Q1 2018. 6 funds tracked by Wall St. Rank hold CCT as of Q4 2018.

  • Kings Point Capital Management reported no remaining Corporate Capital Trust, Inc. position as of Q4 2018 after selling out during the quarter.
  • Kings Point Capital Management sold 4,907 Corporate Capital Trust, Inc. shares in Q4 2018, an estimated $75K.
  • Kings Point Capital Management first reported a position in Corporate Capital Trust, Inc. in Q4 2017 and held it in 4 quarters.
  • Kings Point Capital Management's Corporate Capital Trust, Inc. position peaked at $83K in Q1 2018.
  • 6 funds tracked by Wall St. Rank held Corporate Capital Trust, Inc. as of Q4 2018.

Based on Kings Point Capital Management's 13F filing for Q4 2018, filed 13 Feb 2019.