MYIA
CCT

Mount Yale Investment Advisors’s Corporate Capital Trust, Inc. CCT Stock Holding History

Mount Yale Investment Advisors’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
-830
Closed -$12K – 934
2018
Q3 		$12K Sell
830
-4,382
-84% -$72K ﹤0.01% 847
2018
Q2 		$81K Sell
5,212
-1,310
-20% -$21.8K 0.02% 526
2018
Q1 		$110K Buy
+6,522
New +$104K 0.02% 426

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

Mount Yale Investment Advisors's CCT Position: Q4 2018 in Review

Mount Yale Investment Advisors sold out of Corporate Capital Trust, Inc. (CCT) in Q4 2018, closing a stake of 830 shares — an estimated $12K sold.

Mount Yale Investment Advisors first reported a position in CCT in Q1 2018 and held it in 3 quarters. The position peaked at $110K in Q1 2018. 6 funds tracked by Wall St. Rank hold CCT as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Corporate Capital Trust, Inc. position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 830 Corporate Capital Trust, Inc. shares in Q4 2018, an estimated $12K.
  • Mount Yale Investment Advisors first reported a position in Corporate Capital Trust, Inc. in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's Corporate Capital Trust, Inc. position peaked at $110K in Q1 2018.
  • 6 funds tracked by Wall St. Rank held Corporate Capital Trust, Inc. as of Q4 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.