LFR
CCT

Lehman Financial Resources’s Corporate Capital Trust, Inc. CCT Stock Holding History

Lehman Financial Resources’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
Q3 		$402K Hold
26,350
– – 0.19% 57
2018
Q2 		$411K Hold
26,350
– – 0.21% 54
2018
Q1 		$445K Buy
26,350
+9,615
+57% +$154K 0.23% 51
2017
Q4 		$267K Buy
+16,735
New +$293K 0.14% 64

Other funds holding CCT

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
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 $286M AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Lehman Financial Resources's CCT Position: Q3 2018 in Review

Lehman Financial Resources held its Corporate Capital Trust, Inc. (CCT) position steady in Q3 2018 at 26,350 shares worth $402K. The position accounts for 0.19% of the portfolio, ranked #57.

Lehman Financial Resources first reported a position in CCT in Q4 2017 and has held it in 4 quarters since. The position peaked at $445K in Q1 2018. 176 funds tracked by Wall St. Rank hold CCT as of Q3 2018.

  • Lehman Financial Resources held 26,350 shares of Corporate Capital Trust, Inc. worth $402K as of Q3 2018.
  • Lehman Financial Resources left its Corporate Capital Trust, Inc. share count unchanged in Q3 2018.
  • Corporate Capital Trust, Inc. made up 0.19% of Lehman Financial Resources's portfolio in Q3 2018, its #57 holding.
  • Lehman Financial Resources first reported a position in Corporate Capital Trust, Inc. in Q4 2017 and has held it in 4 quarters since.
  • Lehman Financial Resources's Corporate Capital Trust, Inc. position peaked at $445K in Q1 2018.
  • 176 funds tracked by Wall St. Rank held Corporate Capital Trust, Inc. as of Q3 2018.

Based on Lehman Financial Resources's 13F filing for Q3 2018, filed 14 Nov 2018.