MFW
CCT

Meristem Family Wealth’s Corporate Capital Trust, Inc. CCT Stock Holding History

Meristem Family Wealth’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
-25,379
Closed -$387K – 161
2018
Q3 		$387K Buy
+25,379
New +$417K 0.13% 85

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

Meristem Family Wealth's CCT Position: Q4 2018 in Review

Meristem Family Wealth sold out of Corporate Capital Trust, Inc. (CCT) in Q4 2018, closing a stake of 25,379 shares — an estimated $387K sold.

Meristem Family Wealth first reported a position in CCT in Q3 2018 and held it in 1 quarter. The position peaked at $387K in Q3 2018. 6 funds tracked by Wall St. Rank hold CCT as of Q4 2018.

  • Meristem Family Wealth reported no remaining Corporate Capital Trust, Inc. position as of Q4 2018 after selling out during the quarter.
  • Meristem Family Wealth sold 25,379 Corporate Capital Trust, Inc. shares in Q4 2018, an estimated $387K.
  • Meristem Family Wealth first reported a position in Corporate Capital Trust, Inc. in Q3 2018 and held it in 1 quarter.
  • Meristem Family Wealth's Corporate Capital Trust, Inc. position peaked at $387K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Corporate Capital Trust, Inc. as of Q4 2018.

Based on Meristem Family Wealth's 13F filing for Q4 2018, filed 7 Feb 2019.